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Financial Administrator - Stamford

RecruitME
Stamford, CT Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 5/4/2025

Stamford - Salary is £26- £28k | Full-time, Permanent (following a 6-month probation period)

Hours : Monday to Friday, 9 : 00 AM – 5 : 00 PM

Our client is looking for a dedicated Administrator to join a busy Wealth Management team in Stamford, supporting a large team of professional advisers.

This is an excellent opportunity to develop your career in a highly regulated financial services environment, with potential for progression for the right candidate.

What We’re Looking For :

The ideal candidate will be flexible, motivated, and able to work both independently and as part of a team.

You should be comfortable managing a variety of administrative tasks in a fast-paced setting.

Key Responsibilities :

  • Provide accurate and timely administrative support in line with agreed standards and procedures
  • Liaise with Financial Advisers, Paraplanners, and the wider administration team to ensure smooth workflow
  • Plan, prioritise, and manage workloads effectively to meet deadlines and targets
  • Respond professionally and promptly to incoming customer enquiries
  • Ensure compliance with FCA regulations and financial solutions within an IFA environment

Key Skills & Experience :

  • Previous experience in a fast-paced financial planning practice (desirable but not essential, as training is provided)
  • Understanding of FCA regulations and their application in an IFA setting
  • Strong organisational skills with a keen eye for detail
  • Professional, proactive, and positive attitude
  • Ability to use Microsoft Office programs confidently
  • Must have the right to work in the UK
  • What They Offer :

  • Competitive salary
  • Company pension scheme
  • Death in service benefit
  • Sickness policy (after probation period)
  • 20 days holiday Bank Holidays Christmas week off
  • Parking permit
  • Regular social events
  • EOT Company – employee ownership trust benefits
  • If you are looking for a role in a thriving financial services company with room to grow, we’d love to hear from you!

    Salary : $26,000 - $28,000

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