Reed Specialist Recruitment are proud to be representing a Poole-based firm who are looking for a new Financial Services Administrator to help their Advisers/Paraplanners, on a full-time basis.
The successful candidate will ideally have existing knowledge of the financial planning process, and be happy to work as part of a team within a busy, ambitious firm.
You would have the following duties/responsibilities -
- Carry out all administration duties to fully support Financial Planners
- Obtain valuations, information and product details for analysis
- Liaise with product providers and other third parties
- 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
- Book in annual review meetings with clients and manage a Financial Planner's diary
- Make up and maintain compliant files
- To comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator
The following skills will be important to have -
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Ability to work independently and in a team
- Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
- Xplan is their back-office system
The benefits for this role include -
- Salary between £28,000 - £32,000 depending on experience
- 3% employer pension contributions
- 25 days annual leave plus bank holidays
- Free office parking
- Early finish on a Friday and flexi-start two days per week
If you're interested in making an application, please follow the link or email me at