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.
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
Required Skills:
* 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
Benefits:
* 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.
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