Financial Administrator

Job Description Finura is a multi-disciplinary, chartered, and award-winning financial planning practice founded in 2014. We provide tailored advice to private clients, families, business owners, and trustees. Today, we manage over 1000 client relationships and more than £400 million in client assets, with an ambitious goal of reaching £2 billion by 2030.

At Finura, our culture is at the heart of everything we do. Team members describe it in three words: family, fun, fast-paced . We foster an environment where people feel supported, empowered, and challenged. We're growing in a structured way that retains our cultural identity while offering opportunities for progression.

Role Highlights:
Hybrid working: 3 days in-office, 2 days WFH
Bonus: Up to 10% annually
Full suite of benefits (detailed below)
Clear pathway into paraplanning

Key Responsabilities:
Build strong working relationships with Finura Advisers and Clients
Provide high-quality financial administration and client servicing
Understand and manage advisory processes with minimal administrative burden
Leverage CRM and client portal technology to deliver seamless client experiences
Continually seek process efficiencies and service improvements

Required Skills & Experience: