Financial Administrator
- Job Type: Full-time
- Location: Poole
- Salary: 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 detail-oriented individual with a strong understanding of the financial planning process and excellent interpersonal skills.
Day to day of the role:
- Carry out all administrative 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.
Required Skills & Qualifications:
- Understanding of the Financial Planning process.
- Ability to achieve agreed outcomes independently.
- Prioritisation and planning of own workload.
- Attention to detail and accuracy.
Benefits:
- - 3% employer pension contributions - Free eye test - £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 APPLY NOW or contact Charlotte Singleton in our Reed Bournemouth office for more information.