Vacancy Details

Financial Administrator

A temporary to permanent position is available to work with a small team in Boston. Working 9am - 5pm Monday to Friday, this Financial Administrator position is to assist with the day to day running of the office whilst, eventually and after training, take part in more in depth duties:

  • Client Valuations
  • Client investment / pension withdrawals
  • Assist in the preparation of regular Annual Review Letters and Reports
  • Preparation recommendations e.g.. Illustrations, Applications and a comprehensive Suitability Report on behalf of the Financial Advisers

Applicants must have the following skills:

  • Excellent written and verbal communication skills
  • Ability to complete tasks accurately and efficiently
  • Be conscientious in the standard of work produced
  • Strong organisation skills
  • Ability to meet deadlines, multi task and prioritise work effectively
  • To be able to work well under pressure and part of a team
  • Understanding and implementing confidentiality
  • Ability to recognise when to seek appropriate assistance from colleagues

A minimum of a GCSE Grade C (or equivalent) in English Language is required due to the high volume of written correspondence that need to be produced. This is an extremely fast paced and demanding role and applicants must be mindful of this when applying. If you would like to apply for this role, please send your Cv to

Workforce Unlimited is a Recruitment Agency and acting on behalf of a Client.  By submitting your CV or application to Workforce Unlimited, you are consenting to your details being forwarded onto our Client in relation to the position applied for and, unless advised otherwise, we will retain your information for consideration for future relevant vacancies for a limited time.

Due to the high volume of applications, it is not always possible to respond to all candidates.  If you have not had a response from us from within 7 days from applying then please assume that your application was unsuccessful.

Job Overview:

  • Reference Number: 21546610
  • Position: Permanent
  • Salary Per Hour: £