Senior Financial Analyst at Lamb Weston driving financial analysis and reporting for supply chain management. Partnering with Procurement and ESG teams to enhance financial strategies and sustainability initiatives.
About the role
- Financial Planning Administrator supporting clients and Associate Directors in a privately owned financial planning firm. Ensuring efficient coordination of activities, client meetings, and administrative support.
Responsibilities
- Supporting an Associate Director and their clients, ensuring the smooth coordination of all related activities.
- Preparing reports and correspondence, maintaining accurate and timely records across systems such as Intelliflo, and managing leads, prospects, and existing client relationships.
- Communicating confidently across multiple channels and contributing to wider business projects that support growth and continuous improvement.
Requirements
- Minimum 5 GCSEs graded A-C (6), or equivalent, to include Maths and English
- 3 years’ experience in a similar role within Financial Planning
- Existing knowledge of Intelliflo or a similar customer relationship/financial management tool
- Client facing experience
- Excellent interpersonal, listening, numerical and IT skills
- Ability to work on own initiative
- Professional, ethical, and discreet
- Ability to build and maintain ongoing client relationships.
- Ability to work well under pressure whilst maintaining excellent attention to detail.
Benefits
- Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Excellent culture, promoting employee wellbeing and engagement.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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