Senior Financial Services Administrator

3 weeks ago

Chesham Bois, Buckinghamshire, United Kingdom Reed Full time
Senior Financial Services Administrator

We are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.

Key Responsibilities:

  • Prepare and maintain client files and records
  • Assist with the completion of suitability reports and other administrative tasks
  • Provide research and analysis to support financial advisors
  • Manage client communications and correspondence
  • Collate and maintain accurate records and reports
  • Develop and maintain strong relationships with clients and financial advisors

Requirements:

  • Minimum of 5 years' experience in a financial services administration role
  • Strong knowledge of financial services regulations and compliance
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficient in Microsoft Office and other relevant software

What We Offer:

  • Competitive salary up to £45k
  • Opportunities for career development and growth
  • Collaborative and dynamic work environment

About Us:

We are a leading recruitment agency specializing in financial services recruitment. We are committed to providing exceptional service to our clients and candidates.

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