Financial Administrator to Paraplanner, Bedford, Up to £32k, Hybrid/3 days in office

67 Days Old

Study Support and Career Progression Are you a seasoned Financial Administrator seeking a dynamic role that offers career progression, hybrid working, and study support? Our client, a renowned boutique financial services firm based in Dorset, is celebrated for its personalised approach to financial planning. With a strong reputation for promotion and mentorship, they are now seeking a Financial Administrator to join their team. The firm offers a comprehensive suite of services, including investment management, pension planning, protection planning, and discretionary investment management, all carefully tailored to address the unique needs of their clients. Key Responsibilities: Effectively handle queries from clients and other parties, ensuring accurate and appropriate communication. Communicate with clients via telephone, taking and acting on verbal instructions, and promptly referring to relevant departments if necessary. Arrange meetings for financial advisers. Create and maintain accurate client records in compliance with company policies and procedures. Liaise with product providers and other third parties. Qualifications: Ideally educated to at least A-Level or equivalent, including GCSE Maths and English at grade B or Grade 5. At least 3-5 years of experience in a financial services role. E...
Location:
Bedford
Salary:
£27,000 - £32,000 per annum
Category:
Accounting & Finance

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