Financial Administrator
| Posting date: | 27 May 2026 |
|---|---|
| Hours: | Part time |
| Closing date: | 26 June 2026 |
| Location: | BN163DA |
| Remote working: | On-site only |
| Company: | White House Capital Management Ltd |
| Job type: | Permanent |
| Job reference: | Initial Advice Support |
Summary
The job will consist of working closely with financial advisors aiding them with elements of the background administration work required for the business.
General skills and duties required listed below:
Prepare and maintain financial records
Complete life insurance applications and quoatations
Collaborate with third party providers to obtain information
Ensure smooth completion of business liaising with head office aadministration centre, third party providers and clients.
Maintain confidentiality of financial information and adhere to company policies and procedures
Proficient in financial software and tools (e.g, Excel)
Strong attention to detail and accuracy in data entry
Excellent organisational skills with the ability to prioritise tasks effectively
Ability to work independently as well as collaboratively within a team
Effective communication skills, both written and verbal
Background in financial services preferred but not essential
Previous experience with St. James's Place systems preferred but not essential
Background knowledge in the sector is desirable but not essential as full training will be provided.
Benefits:
Company events
Free flu jabs
Health & wellbeing programme
Paid volunteer time
Sick pay
Work Location: In person