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Financial Services Administrator
2 months ago
Reed Financial Services is seeking a highly skilled and organized Financial Services Administrator to join their team. As a key member of the Service Team, this individual will play a crucial role in supporting the growth and success of the company.
Key Responsibilities:- Correspond with policy providers on behalf of clients
- Correspond and serve as a liaison with clients
- Submit new business on behalf of clients
- Facilitate the annual review process of clients
- Process new client information in preparation for their first report meeting
- Utilize analytics and software to provide clients with an overview of their investment performance
- Perform basic administrative duties
- High level of experience in administration within a financial sector
- At least 3 years' experience working for an IFA or in a similar role
- Technical knowledge of pensions, investments, and insurance
- Bonus structure to be determined after 6 months' probation
- Company pension with 5% enrolment
- Holiday entitlement of 23 days basic plus 8 bank holidays, with additional days for service milestones
- Flexible sell and buy back up to 3 days
- Group income protection and group life cover
- 2 paid sick days
- Flexible Fridays option to work 8am-4pm
- Ongoing training and support with regular recap sessions
- Wellness program
