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Financial Administrator

2 months ago

Poole, United Kingdom Reed Full time
Financial Administrator
  • Job Type: Full-time
  • Location: Poole
  • Salary: up to £32,000

I am seeking a Financial Administrator to provide comprehensive support to my clients Financial Planners. The ideal candidate will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services. This role requires a detail-oriented individual with a strong understanding of the financial planning process and excellent interpersonal skills.

Day to day of the role:
  • Carry out all administrative duties to fully support Financial Planners.
  • Obtain valuations, information, and product details for analysis.
  • Liaise with product providers and other third parties.
  • Process new business, withdrawals, fund switches, and follow through to completion, working closely with the Paraplanner.
  • Deal effectively with queries from clients and other parties.
Required Skills & Qualifications:
  • Understanding of the Financial Planning process.
  • Ability to achieve agreed outcomes independently.
  • Prioritisation and planning of own workload.
  • Attention to detail and accuracy.
Benefits:
  • - 3% employer pension contributions - Free eye test - £100 towards glasses every 2 years
  • Full training package
  • Every 3 years earn an extra day holiday up to 5 days
  • Flexi-start two days a week AND early finish on a Friday
  • Free onsite parking 

If you are interested in this Financial Administrator position, please APPLY NOW or contact Charlotte Singleton in our Reed Bournemouth office for more information.