Financial Administrator
16 hours ago
We are seeking a highly organized and detail-oriented Financial Administrator to join our team. As a key member of our financial planning team, you will be responsible for providing administrative support to our financial planners, ensuring the smooth operation of our financial services.
Key Responsibilities- Provide administrative support to financial planners, including data entry, document preparation, and filing.
- Assist with the processing of new business, withdrawals, and fund switches, working closely with the paraplanner.
- Liaise with product providers and other third parties to obtain valuations, information, and product details.
- Deal effectively with client queries and other parties, providing excellent customer service.
- Book annual review meetings with clients and manage a financial planner's diary.
- Maintain compliant files and ensure accurate and detailed record-keeping.
- Comply with the principles of Treating Customers Fairly in all aspects of the role.
- Understanding of the financial planning process and experience within the industry.
- Ability to work within defined business processes and achieve agreed outcomes without supervision.
- Prioritize and plan your own workload, ensuring efficient use of time.
- Detailed and accurate, with excellent IT skills and proficiency in Microsoft Word, Excel, and Outlook.
- Ability to multitask and prioritize effectively, working independently and as part of a team.
We offer a competitive salary of £28,000 - £33,000 DOE, plus great benefits, including parking on site and 25 days annual leave plus bank holidays.
If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Financial Administrator
1 week ago
Poole, Poole, United Kingdom Reed Full timeFinancial 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...
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Financial Administrator
1 week ago
Poole, Poole, United Kingdom Reed Full timeFinancial 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...
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Poole, Poole, United Kingdom Reed Full timeFinancial Administrator Job DescriptionWe 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...
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Financial Administrator
4 days ago
Poole, Poole, United Kingdom Reed Full timeFinancial Administrator Job DescriptionWe 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...
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Poole, United Kingdom Reed Full timeFinancial Administrator Job Type: Full-timeLocation: PooleSalary: up to £32,000 I am seeking a Financial Administrator to provide comprehensive support to my clients Financial Planners. The ideal candidate will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services. This role requires a...
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Poole, Poole, United Kingdom Reed Full timeFinancial Administrator Job DescriptionWe 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...
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Poole, Poole, United Kingdom Hays Specialist Recruitment Limited Full timeJob Title: Financial AdministratorWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Specialist Recruitment Limited.Job Summary:The successful candidate will provide administrative support to our Financial Planners, ensuring the smooth operation of our financial planning processes.Key...
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Poole, Poole, United Kingdom Hays Specialist Recruitment Limited Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Specialist Recruitment Limited. As a key member of our financial services team, you will provide administrative support to our Financial Planners, ensuring the smooth operation of our business.Key ResponsibilitiesObtain valuations, information,...
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Poole, Poole, United Kingdom Hays Specialist Recruitment Limited Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Specialist Recruitment Limited. As a key member of our financial services team, you will provide administrative support to our Financial Planners, ensuring the smooth operation of our business.Key ResponsibilitiesObtain valuations, information,...
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Poole, Poole, United Kingdom Hays Specialist Recruitment Limited Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Specialist Recruitment Limited. As a key member of our financial services team, you will play a crucial role in supporting our financial planners and ensuring the smooth operation of our financial services.Key ResponsibilitiesProvide...
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