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Senior Financial Services Administrator

2 months ago

Amersham, Buckinghamshire, United Kingdom Reed Full time

Job Summary: We are seeking a highly skilled Senior Financial Services Administrator to join our team as a Practice Manager Administrator. This is a fantastic opportunity for a motivated and experienced professional to take on a key role in supporting our Financial Advisors and Paraplanners.

Key Responsibilities:

  • Support the completion of suitability reports using templates
  • Conduct research and provide recommendations
  • Manage investment fund switches and rebalances
  • Assist with regular client reviews and meetings
  • Collate and analyze management information (MI)
  • Develop and maintain PowerPoint presentations and Office 365 skills
  • Utilize various research tools and systems
  • Communicate effectively with clients and providers
  • Manage diaries and schedules
  • Work independently with minimal supervision
  • Perform general office duties and support

Requirements:

  • Minimum 5 years of experience in a Financial Services firm
  • Progress with CII qualifications and completion of RO1, RO3, and RO4
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Proficiency in Microsoft Office and research tools

What We Offer:

A competitive salary and a chance to work with a reputable company like Reed in a dynamic and supportive team environment.