Finance Administrator

Your newpany

We are seeking a proactive and highly organised Finance Administrator to join our growing team. We are a well-established organisation based in Preston with a rich history and our ethos is all about putting the clients' interests first. This role will provide essential support to the business in the way of advisers and paraplanners, helping to deliver a high-quality service to our clients.
The ideal candidate will have experience in Administration and will be keen on progressing their career within financial services in years toe. This is a fantastic opportunity for someone who thrives in a fast-paced environment and takes pride in accuracy and client service. This role will offer progression as the business grows.

Your new role

Duties and responsibilities will include:

Provideprehensive administrative support to the wider business within Finance and projects.

Maintain accurate client records and CRM systems in line withp...