About Us: Minster Wealth Management is a partner practice of the prestigious St. James's Place, enabling us to offer the personal, bespoke service you would expect of a family-run firm, together with the reassurance that we are representatives of a leading wealth management company. We pride ourselves on delivering tailored financial solutions to our clients, ensuring their long-term financial success. We are seeking a motivated Financial Administrator to join our growing team in Wimborne, Dorset.
Role Overview: We are seeking an organised and detail-oriented Financial Administrator who is passionate about working with financial data. This is a fantastic opportunity for a candidate with experience in the financial services sector, particularly if you have a strong interest in data management and Salesforce.
Key Responsibilities: Data Cleansing: Regularly audit and clean financial data on Salesforce to ensure accuracy and compliance. Financial Record Management: Maintain, update, and manage client financial records efficiently and accurately. Administrative Support: Provide administrative support to our financial advisers, including document preparation, filing, and data entry. Reporting: Assist in generating financial reports, client documentation, and presentations as needed. Client Liaison: Interact with clients as required, ensuring all communications and queries are handled professionally. Compliance Support: Help ensure all processes are in line with regulatory requirements and internal policies. Key Skills and Experience: Previous Financial Services Experience: Ideally, you will have a background in financial administration or a related role. Salesforce Expertise: Proficiency in Salesforce is essential, with a strong passion for data cleansing and management. Attention to Detail: High levels of accuracy are required, particularly when handling financial information. Excellent Communication Skills: You will be in contact with both clients and colleagues, so clear and professional communication is vital. IT Skills: Strong proficiency in Microsoft Office, particularly Excel, and familiarity with other financial software is beneficial. Why Join Us? Competitive salary and benefits package Immediate start with ongoing professional development Collaborative and supportive team environment Opportunity to grow within a respected wealth management firm How to Apply: If you're passionate about financial administration and enjoy data management, especially on Salesforce, we want to hear from you! Apply now and join the Minster Wealth Management team.
We look forward to hearing from you!
Job Types: Full-time, Permanent
Pay: From £18,000.00 per year
Schedule: Monday to Friday No weekends Education: GCSE or equivalent (preferred) Work Location: In person
Reference ID: 20241007 Financial Administrator
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