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Financial Administrator

Financial Administrator

Reed

Posted 7 days ago, valid for 12 days

Poole, Dorset BH15 3TE, England

£30,000 - £36,000 per annum

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

The Financial Administrator position is a full-time role located in Poole, offering a salary of up to £32,000.
The candidate will support Financial Planners with various administrative tasks, requiring a strong understanding of the financial planning process.
Key responsibilities include obtaining valuations, liaising with product providers, processing new business, and addressing client queries.
The role demands attention to detail, the ability to work independently, and effective workload management.
Benefits include employer pension contributions, free eye tests, additional holiday days, flexible working hours, and free onsite parking.

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.

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