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Permanent

Financial Services Administrator

Ringwood
money-bag 24000.00-24000.00 Annual
3085441015
Posted 3 days ago

Financial Services Administrator Up to £30kBournemouthAre 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 ResponsibilitiesProcessing business and drafting basic suitability lettersBooking and preparing for client reviews and meetingsManaging and maximising business opportunitiesMaintaining and updating client recordsSupporting company compliance effortsRequirementsExperience in financial services administration is preferredFamiliarity with Salesforce or other CRM systems is advantageousExceptional organisational and client-focused skillsHigh attention to detailStrong IT, numeracy, and literacy skillsA flexible and professional approach to workExcellent communication skillsBenefitsUp to £30k5% employer contribution towards your workplace pension20 days paid annual leave, increasing to 25 days with serviceDeath in service benefit x 3Mentoring and coaching to support your developmentCareer progression with opportunities to gain professional qualifications30 minutes per week dedicated to studyA positive and vibrant working environmentPlease apply below if this sounds like the next step in your career

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