Financial Administrator
Role Overview & Responsibilities
About us
Lonsdale Services is a small business in Chippenham. We are professional, customer-centric, inclusive, and our goal is to help clients achieve their personal and financial goals.
Our work environment includes:
- Modern office setting
This position requires someone who is highly motivated, organised, and cliebt focused. The successful candidate will be responsible for maintaining all related administrative tasks in a professional manner. Working in a team environment with the financial advisers you will be liaising with financial providers and clients to help maintain and implement client financial plans. Our organisation values hard work and attention to detail, so we're looking for an experienced and reliable colleague to join our team.
Responsibilities:
- Prepare client financial reports
- Work with Financial Product Providers to manage client investment plan
- Create and maintain client records on back office systems
- Create lifetime financial plans using cashflow software
Job Type: Full-time
Salary: £18,000.00-£26,000.00 per year
Benefits:
- Company pension
- Life insurance
- Private medical insurance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Chippenham: reliably commute or plan to relocate before starting work (required)
Education:
- GCSE or equivalent (required)
Experience:
- Administrative: 1 year (preferred)
Work Location: One location
Frequently Asked Questions
How do I apply for the Financial Administrator position at Lonsdale Services?
Click the “Apply for this Position” button on this page to submit your details directly to Lonsdale Services's recruitment pipeline without agency fees or intermediaries.
Is this role eligible for remote work or international relocation?
This position is based in Chippenham, South West England, England with potential relocation and visa sponsorship considerations for qualified candidates.
Are there any fees to apply through Jobflixs?
No. Jobflixs is 100% free for all job applicants. We strictly prohibit recruitment fees, candidate registration fees, or placement charges.
