Financial Services Administrator

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

Financial Services Administrator

Up to £30k

Bournemouth

Are you looking to build a rewarding career in a vibrant and supportive environment? We are seeking a proactive and detail-oriented Financial Services Administrator to join our growing team. Whether you're experienced or looking to develop your skills, we offer full training and a clear path for progression.

Key Responsibilities

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

Requirements

• Experience in financial services administration is preferred
• Familiarity with Salesforce or other CRM systems is advantageous
• Exceptional organisational and client-focused skills
• High attention to detail
• Strong IT, numeracy, and literacy skills
• A flexible and professional approach to work
• Excellent communication skills

Benefits

• Up to £30k
• 5% employer contribution towards your workplace pension
• 20 days paid annual leave, increasing to 25 days with service
• Death in service benefit x 3
• Mentoring and coaching to support your development
• Career progression with opportunities to gain professional qualifications
• 30 minutes per week dedicated to study
• A positive and vibrant working environment

Please apply below if this sounds like the next step in your career