Financial Administrator, Braintree, Essex, Circa £30,000–£35,000 (DOE), Hybrid Working

Financial Administrator Location: Braintree, Essex Salary: Circa £30,000–£35,000 (DOE) Hybrid Working – 3 days in the office Are you an experienced Financial Administrator looking to join a forward-thinking wealth management practice that embraces technology and genuinely invests in its people? Our client is an established and growing Independent Financial Advice practice based in Braintree. They are seeking a proactive and organised Financial Administrator to support their team of Financial Advisers in delivering an exceptional client experience. The Role • Processing new business and servicing existing clients. • Preparing documentation for client meetings. • Liaising with providers and third parties. • Managing client correspondence by telephone, email and post. • Supporting Financial Advisers with administrative tasks. • Maintaining accurate client records using back-office systems. • Utilising AI-driven technology to improve efficiency and streamline processes. About You • Previous experience within an IFA or Wealth Management practice. • Strong organisational skills and excellent attention to detail. • Proactive with the ability to use your own initiative. • Confident communicator with excellent client service skills. • Comfortable learning and embracing new technology. • Experience with Intelligent Office, Adviser Office or similar systems would be advantageous. Benefits • Hybrid working (alternating 2 and 3 days working from home). • Employer pays the full 8% pension contribution. • All parking costs covered. • 22 days holiday plus additional leave over the Christmas period. • Performance-related bonus scheme. • Supportive, collaborative culture. • Genuine career progression with opportunities to develop into technical or client-facing roles. If you're looking for a fresh challenge within a business that values innovation, flexibility and career development, we'd love to hear from you.