Financial Administrator, Braintree, Essex, Circa £30,000–£35,000 (DOE), Hybrid Working
Financial Administrator
Location: Braintree, Essex
Salary: Circa £30,000–£35,000 (DOE)
Hybrid Working – 3 days in the office
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 Braintree. They are seeking a proactive and organised Financial Administrator to support their team of Financial Advisers in delivering an exceptional client experience.
The Role
- Processing new business and servicing existing clients.
- Preparing documentation for client meetings.
- Liaising with providers and third parties.
- Managing client correspondence by telephone, email and post.
- Supporting Financial Advisers with administrative tasks.
- Maintaining accurate client records using back-office systems.
- Utilising AI-driven technology to improve efficiency and streamline processes.
About You
- Previous experience within an IFA or Wealth Management practice.
- Strong organisational skills and excellent attention to detail.
- Proactive with the ability to use your own initiative.
- Confident communicator with excellent client service skills.
- Comfortable learning and embracing new technology.
- Experience with Intelligent Office, Adviser Office or similar systems would be advantageous.
Benefits
- Hybrid working (alternating 2 and 3 days working from home).
- Employer pays the full 8% pension contribution.
- All parking costs covered.
- 22 days holiday plus additional leave over the Christmas period.
- Performance-related bonus scheme.
- Supportive, collaborative culture.
- Genuine career progression with opportunities to develop into technical or client-facing roles.
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.