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Financial Administrator to Paraplanner, Bedford, Up to £32k, Hybrid/3 days in office

Financial Divisions
Posted a day ago, valid for 14 days
Location

Bedford, Bedfordshire MK40 4LU, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a boutique financial services firm in Dorset, is seeking a Financial Administrator with 3-5 years of experience in a financial services role.
  • The position offers a salary of £30,000 to £35,000 and includes opportunities for career progression and study support.
  • Key responsibilities include handling client queries, maintaining accurate records, and liaising with third parties.
  • Candidates should be educated to at least A-Level, with strong proficiency in Microsoft Office and a good understanding of financial planning processes.
  • The ideal candidate will possess excellent communication skills, attention to detail, and the ability to work both independently and as part of a team.

Study Support and Career Progression

Are you a seasoned Financial Administrator seeking a dynamic role that offers career progression, hybrid working, and study support?

Our client, a renowned boutique financial services firm based in Dorset, is celebrated for its personalised approach to financial planning. With a strong reputation for promotion and mentorship, they are now seeking a Financial Administrator to join their team. The firm offers a comprehensive suite of services, including investment management, pension planning, protection planning, and discretionary investment management, all carefully tailored to address the unique needs of their clients.

Key Responsibilities:

  • Effectively handle queries from clients and other parties, ensuring accurate and appropriate communication.
  • Communicate with clients via telephone, taking and acting on verbal instructions, and promptly referring to relevant departments if necessary.
  • Arrange meetings for financial advisers.
  • Create and maintain accurate client records in compliance with company policies and procedures.
  • Liaise with product providers and other third parties.

Qualifications:

  • Ideally educated to at least A-Level or equivalent, including GCSE Maths and English at grade B or Grade 5.
  • At least 3-5 years of experience in a financial services role. Experience with Intelligent Office (IO) is advantageous.
  • Proficient in Microsoft Office Suite with a strong understanding of the financial planning process and products.

Skills & Abilities:

  • Ability to work within defined business processes and achieve agreed outcomes without supervision.
  • Capable of working both independently and as part of a team, with the ability to prioritise and plan workload effectively.
  • Strong attention to detail and accuracy in all tasks.

The ideal candidate will possess excellent verbal and written communication skills, they will be proactive, motivated, and hardworking, demonstrating a strong people-cantered approach. Professional integrity is essential, as the role requires the ability to empathise with customers while clearly explaining professional points. The candidate should also be adept at fostering open and constructive relationships with both colleagues and customers

If you are a detail-oriented Financial Administrator and looking to advance your career, we would love to hear from you. Apply now and be part of a team that values growth, collaboration, and excellence.

Please contact Joana Clark at Financial Divisions to discuss this Financial Administrator role further.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.