Finance Services Administrator | Training & Career Growth

Reed; Ringwood; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services company in Ringwood is seeking a proactive Financial Services Administrator. The role involves processing client documents, managing client records, and supporting compliance efforts. Candidates should have strong organisational and communication skills, with experience being preferred. This position offers a salary of up to £30k, pension contributions, and opportunities for career progression within a supportive environment.

Benefits

Up to £30k

5% employer contribution towards pension

20 days annual leave, increasing with service

Death in service benefit x 3

Mentoring and coaching for development

Career progression opportunities

30 minutes weekly dedicated to study

Positive working environment

Qualifications

• Experience in financial services administration is preferred.
• Familiarity with Salesforce or other CRM systems is advantageous.
• High attention to detail is crucial.

Responsibilities

• Processing business and drafting letters for clients.
• Booking and preparing for client reviews and meetings.
• Managing and maximising business opportunities.
• Maintaining and updating client records.
• Supporting compliance efforts.

Skills

Organisational skills

Client-focused skills

Communication skills

Tools

Salesforce

Job description

A financial services company in Ringwood is seeking a proactive Financial Services Administrator. The role involves processing client documents, managing client records, and supporting compliance efforts. Candidates should have strong organisational and communication skills, with experience being preferred. This position offers a salary of up to £30k, pension contributions, and opportunities for career progression within a supportive environment.