Financial Adminstrator
Summary
- Salary of £25,000 - £35,000 depending on experience
- Flexible working hours
- 25 days holiday per calendar year
- Death in service cover
Role Description
We are looking for a full-time Financial Administrator who will be responsible for day-to-day tasks such as assisting the financial advisers in managing client records, preparing documentation, and liaising with both clients and investment/insurance providers.
Administrative experience is required, preferably in the financial services sector, however all relevant training will be provided on the job. Support and funding will also be provided should the successful candidate wish to obtain the Diploma in Regulated Financial Planning, building a career towards becoming a Financial Adviser.
Qualifications
- Minimum education: A-Levels (Maths, Economics or Business preferred)
- Strong communication skills
- Mathematically proficient
- Analytical mindset
- Accuracy and attention to detail are a must
- Experience with Microsoft Suite is preferred
Company Description
Purple Wealth Limited is a small, family-ran business, located in Clowne, Derbyshire. We advise unique, business-led, High Net Worth clients all over the world, and by being the best at what we do, we take pride in being able to choose which clients we take on. Our client book is one-of-a-kind, which makes working for Purple Wealth Limited a joy for all involved.
We pride ourselves on our culture, whether that is taking the team on a summer retreat, creating an environment where everyone feels valued and appreciated, or simply being flexible with our working hours. To us, people are everything, so if you are motivated, driven, but highly personable, we are the company for you!
Job Types: Full-time, Permanent
Pay: £25,000.00-£35,000.00 per year
Benefits:
- Company events
- Company pension
- Life insurance
- On-site parking
Work Location: In person
