Strong organisation skills and a high level of attention to detail are vital.
The ideal candidate will be comfortable building relationships with new and existing clients and will be able to work effectively and efficiently as part of a busy (and fantastic!
Our client is a trailblazer in the life insurance market, they are distinguished by there customised protection plans and there commitment to disrupting the insurance industry with innovation.
With a lean, ambitious team, they've earned accolades such as the Best Use of Search - Finance at the European Search Awards and In-House Team of the Year at the UK Digital Growth Awards.
Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanner, to work alongside and provide technical/knowledgeable support to the Advisers at the firm.
Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office.
The business is a long-standing financial advice firm, with a very strong existing client bank and proven annual growth.
Due to growth, the opportunity for an IFA Administrator has arisen.
We have an opportunity for someone with previous Financial Planning Administration experience to join a successful company with a great reputation based in Poole.
The ideal candidate would have some experience with report writing, and the ambitions to progress into Paraplanning in the future.