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Financial Administrator

2 months ago

Poole, Poole, United Kingdom Reed Full time
Financial Administrator Job Description

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, providing excellent customer service.
Requirements:
  • Understanding of the Financial Planning process and ability to achieve agreed outcomes independently.
  • Prioritisation and planning of own workload, with attention to detail and accuracy.
  • Excellent interpersonal skills and ability to work effectively in a team.
Benefits:
  • 3% employer pension contributions.
  • Free eye test and £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.

If you are interested in this Financial Administrator position, please contact Charlotte Singleton in our Reed Bournemouth office for more information.