Financial Planning Administrator — Growth & Benefits

Reed; York and North Yorkshire; On-site; GBP 24,000 - 32,000; Full time

Job summary

A financial planning firm is looking for a Financial Services Administrator in York Outskirts. The role involves managing client records, preparing for meetings, and ensuring compliance with regulations. Strong organizational and communication skills are essential. The position offers a competitive salary with numerous benefits including career development opportunities and private medical insurance.

Benefits

Competitive salary based on experience

Opportunities for professional development

26 days holiday plus bank holidays

Company pension scheme

Private medical insurance

Free parking

Qualifications

• Previous experience in financial administration preferred.
• Strong organisational and time management skills required.
• Excellent attention to detail and accuracy necessary.

Responsibilities

• Prepare for client meetings and gather client information.
• Manage and maintain client files ensuring compliance.
• Input and maintain accurate client data in CRM systems.
• Conduct research to support client recommendations.

Skills

Strong organisational skills

Time management

Attention to detail

Proficiency in Microsoft Office

Communication skills

Interpersonal skills

Tools

Microsoft Excel

CRM systems

Job description

A financial planning firm is looking for a Financial Services Administrator in York Outskirts. The role involves managing client records, preparing for meetings, and ensuring compliance with regulations. Strong organizational and communication skills are essential. The position offers a competitive salary with numerous benefits including career development opportunities and private medical insurance.