Financial Administrator

🔒 Confidential Employer
Posted 7 May 2026
LOCATION
Braintree
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Financial administration Client correspondence New business processing IO and Platform Microsoft Office (Teams, Outlook, Word, Excel) Workload prioritisation Communication skills Problem-solving

FULL DESCRIPTION

Financial Administrator

Company: [Employer hidden — sign up to reveal] (part of [Employer hidden — sign up to reveal] Group Ltd)

Location: Braintree, Essex

Hours: Monday – Friday 9am to 5pm (35 hours)

Salary: Competitive – available upon request

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Braintree Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Requirements

  • Good working knowledge of IO and Platform
  • Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy
  • Confidence with IT and office software packages including Teams, Outlook, Word and Excel
  • Management and prioritising workloads
  • Excellent planning, organisational and multi-tasking abilities
  • Analytical and problem-solving skills
  • Flexibility/adaptability to cope with change
  • Excellent communication skills at all levels
  • A team player with a positive attitude

Responsibilities

  • Client correspondence, written and verbal
  • Processing New Business
  • Preparation of client review packs
  • Arranging client meetings and managing the Adviser's diary
  • Illustration requests
  • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
  • Taking phone calls, enquiries and requests, and handling them where appropriate
  • Back-office support

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

Additional benefits include: Electric Vehicle Scheme, Cycle to Work Scheme, Eyecare Support, Long Service Awards, and Family Friendly Policy.

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