Senior Financial Services Administrator

3 weeks ago


Chesham Bois, Buckinghamshire, United Kingdom Reed Full time

Reed is seeking a highly skilled Senior Financial Services Administrator to join their team in Buckinghamshire. The ideal candidate will have a minimum of 5 years of experience in supporting the admin side of Financial Advisors, with expertise in client banks, Pensions, Investment Admin, and Report Writing skills.

This is a 100% office-based role, with a salary base of up to £45k. The successful candidate will be responsible for completing suitability reports, researching investment opportunities, and providing excellent communication skills to clients and providers.

The duties and skills required for this role include:

  • Completing suitability reports using templates
  • Researching investment opportunities
  • Investment fund switches and rebalances
  • Supporting regular client reviews
  • MI collation
  • PowerPoint and Office 365 skills
  • Using various research tools and systems
  • Confident communication with clients and providers
  • Diary management
  • Self-motivated and able to work without supervision
  • Client calls, scanning, emailing, printing, and posting
  • Supporting FCA reports and PI cover
  • Maintaining and updating client files
  • Business submission and recording
  • General office duties and support


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