Financial Administrator

Job Type: Full time, Fixed term

Location: Hungerford

Salary:? £24,000 - £26,000per annum (depending on experience)

Job Description:

We are looking for an organised and detail-oriented administrator to join our team of Financial Advisors in Hungerford. This maternity cover role is for 9 months and is ideal for someone with experience in the financial industry, however we value the right attitude even more. If you’re a fast learner with a genuine desire to support others in an administrative capacity, we encourage you to apply. This role is office based; however, we can offer hybrid working model once the training period is over. Opportunity for a permanent contract for the right person.

Key Responsibilities:

• Provide essential support in various administrative tasks

• Maintain accurate records and manage documentation

• Follow up with clients, assisting them in preparing a complete set of documents

• Perform general administrative duties such as filing, photocopying, scanning, and posting documentation

• Provide regular updates to clients, ensuring all important information is communicated clearly

• Input data into CRM and Excel spreadsheets

• Participate in regular training, team meetings, and celebrate successes while addressing areas for improvement.

Required Skills & Qualifications:

• IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel).

• Previous administrative experience

• Strong organisational and communication skills

• Ability to prioritise workload and multitask effectively

• Attention to detail and confidence in using the telephone

• A genuine desire to help others.

Benefits:

• Working alongside a welcoming team that values collaboration and support

• Opportunity for hybrid working arrangements after the initial training period

• Potential for a permanent contract for the right candidate

• Company events.

If you’re ready to take the next step in your career and become part of a thriving team, we want to hear from you!