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Senior Financial Services Administrator

1 month 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 and maintain databases and spreadsheets
  • Develop and implement administrative processes to improve efficiency
  • Collaborate with the financial advisor team to ensure seamless client service

Requirements:

  • Minimum of 5 years of 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 administrative software

What We Offer:

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

How to Apply:

Please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you