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