Financial Administrator

5 days ago


Poole, Poole, United Kingdom Hays Business Support Full time £28,000 - £33,000
Job Summary

We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Business Support. As a key member of our financial operations team, you will play a critical role in supporting our financial planners and ensuring the smooth operation of our financial services.

Key Responsibilities
  • Administrative Support: Provide administrative support to our financial planners, including preparing and maintaining financial documents, records, and reports.
  • Financial Operations: Assist with the processing of new business, withdrawals, fund switches, and other financial transactions, ensuring accuracy and compliance with regulatory requirements.
  • Client Communication: Respond to client inquiries and provide excellent customer service, ensuring that clients receive timely and accurate information.
  • Diary Management: Manage the diaries of our financial planners, ensuring that appointments and meetings are scheduled and confirmed.
  • File Maintenance: Maintain accurate and compliant files, ensuring that all necessary documentation is up-to-date and easily accessible.
  • Treating Customers Fairly: Ensure that all interactions with clients are conducted in a fair and transparent manner, in line with the principles of Treating Customers Fairly.
Requirements
  • Financial Knowledge: Have a good understanding of the financial planning process and ideally have experience within the financial services industry.
  • Administrative Skills: Possess excellent administrative skills, including proficiency in Microsoft Office and other desktop applications.
  • Communication Skills: Have excellent communication and interpersonal skills, both written and verbal.
  • Organizational Skills: Be highly organized and able to prioritize tasks effectively, managing multiple projects and deadlines.
  • Teamwork: Be able to work effectively as part of a team, providing support and assistance as needed.
What We Offer
  • Competitive Salary: A competitive salary of £28,000 - £33,000 DOE.
  • Great Benefits: A range of great benefits, including parking on site and 25 days annual leave plus bank holidays.


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