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Financial Administrator
2 months ago
Financial Administrator Job Description
**Job Summary**
We are seeking a highly organized and detail-oriented Financial Administrator to provide comprehensive support to our Financial Planners. The ideal candidate will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services.
**Key Responsibilities**
* Carry out all administrative duties to fully support Financial Planners, including obtaining valuations, information, and product details for analysis.
* Liaise with product providers and other third parties to ensure seamless communication.
* 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.
**How to Apply**
If you are interested in this Financial Administrator position, please contact Charlotte Singleton in our Reed Bournemouth office for more information.
