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Financial Administrator

Job reference number: JF021

Admin Jobs

Willday Wealth Management

Salary

12.21 per hour

Location

LE3 5LX

Job Overview

Helping the Financial Adviser with day to day tasks, making sure all the paperwork is ready for the client, note taking in client meetings, understand how Financial Products work, applying this to live cases, creating reports to review old schemes and how to improve the client benefits.

Skills and Qualifications required

Skill 1 - Customer service, telephone and face to face

Skill 2 - Team work

Skill 3 - IT Skills

Skill 4 - Good organisational and admin skills

English Level 1 (GCSE D-F/1-3)

Maths Level 1 (GCSE D-F/1-3)

Hours per week

30, Monday to Friday, 8am - 4pm.

Closing Date

30/07/2025

Website

Apply for the job by visiting https://www.leicesteremploymenthub.co.uk/leicester-jobs-fund-2025/ljf-job-application/