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