Financial Services Administrator

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