Financial Administrator, Brentwood, Essex, Circa £32,000-£35,000 (DOE), Hybrid

Hybrid Working: Alternating weeks of 2 days WFH/3 office days and 3 days WFH/2 office days

Are you an experienced Financial Administrator looking to join a forward-thinking wealth management practice that embraces technology and genuinely invests in its people?

Our client is an established and growing Independent Financial Advice practice based in Brentwood. They are seeking a proactive and organised Financial Administrator to support their team of Financial Advisers in delivering an exceptional client experience.

The Role

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• Processing new business and servicing existing clients.
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• Preparing documentation for client meetings.
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• Liaising with providers and third parties.
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• Managing client correspondence by telephone, email and post.
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• Supporting Financial Advisers with administrative tasks.
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• Maintaining accurate client records using back-office systems.
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• Utilising AI-driven technology to improve efficiency and streamline processes.
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About You

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• Previous experience within an IFA or Wealth Management practice.
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• Strong organisational skills and excellent attention to detail.
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• Proactive with the ability to use your own initiative.
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• Confident communicator with excellent client service skills.
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• Comfortable learning and embracing new technology.
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• Experience with Intelligent Office, Adviser Office or similar systems would be advantageous.
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Benefits

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• Hybrid working (alternating 2 and 3 days working from home).
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• Employer pays the full 8% pension contribution.
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• All parking costs covered.
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• 22 days holiday plus additional leave over the Christmas period.
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• Performance-related bonus scheme.
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• Supportive, collaborative culture.
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• Genuine career progression with opportunities to develop into technical or client-facing roles.
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If you're looking for a fresh challenge within a business that values innovation, flexibility and career development, we'd love to hear from you.