fbpx

Financial Administrator in Bournemouth

Job Title: Financial Administrator

Industry: Financial Services

Location: Bournemouth

Salary: £25,000

Job Reference: 15754

Job Description:

Are you an experienced financial administrator looking to support one of the UK’s leading companies?

Are you client-focused, motivated, and driven to provide a high-quality service?

If so, RecruitUK is working with a thriving Financial Planning practice in Bournemouth that is seeking a Client Administrator. You will work directly with financial planners, ensuring client satisfaction and exceptional service are at the heart of your duties.

 

Your role will include, but not be limited to:

  • Maintaining relationships with clients and colleagues
  • Point of contact for clients and new business queries
  • Preparing for a client meeting
  • Processing business and pipeline management
  • Prepare illustrations, key features, and applications
  • Coordinate and produce client valuations
  • Maintain client records

 

Benefits:

  • Salary £25,000.
  • Fantastic company culture, be part of a team working within an award-winning practice.
  • Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
  • Comprehensive training.

 

Skills and experience required:

  • 2+ years’ experience within the financial service industry
  • Client-focused with strong customer service skills.
  • Proficient with IT software such as Microsoft packages.
  • Strong work ethic and communication skills.
  • Ideally, a Financial Administration certificate or equivalent.

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based in Bournemouth on a Financial administrator role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Submit Details Here

    BrowseUpload CV
    call_to_action

    Job Title: Financial Administrator

    Industry: Financial Services

    Location: Bournemouth

    Salary: £25,000

    Job Reference: 15754

    Job Description:

    Are you an experienced financial administrator looking to support one of the UK’s leading companies?

    Are you client-focused, motivated, and driven to provide a high-quality service?

    If so, RecruitUK is working with a thriving Financial Planning practice in Bournemouth that is seeking a Client Administrator. You will work directly with financial planners, ensuring client satisfaction and exceptional service are at the heart of your duties.

     

    Your role will include, but not be limited to:

    • Maintaining relationships with clients and colleagues
    • Point of contact for clients and new business queries
    • Preparing for a client meeting
    • Processing business and pipeline management
    • Prepare illustrations, key features, and applications
    • Coordinate and produce client valuations
    • Maintain client records

     

    Benefits:

    • Salary £25,000.
    • Fantastic company culture, be part of a team working within an award-winning practice.
    • Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
    • Comprehensive training.

     

    Skills and experience required:

    • 2+ years’ experience within the financial service industry
    • Client-focused with strong customer service skills.
    • Proficient with IT software such as Microsoft packages.
    • Strong work ethic and communication skills.
    • Ideally, a Financial Administration certificate or equivalent.

     

    About Recruit UK:

    As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based in Bournemouth on a Financial administrator role.

     

    Our commitment to you:

    • Start every journey with a conversation to find out about you in-depth.
    • Provide honest feedback on where you fit in the jobs market.
    • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
    • Take a holistic mindfulness approach – career happiness is rarely just about the money.
    • Cover the whole of the UK with a local touch through our regional teams.
    • Never pester you.

    Submit Details Here

      BrowseUpload CV
      call_to_action

      Similar Open Jobs

      • Financial Administrator

        • Reference No: 15754
        • Salary: £25,000
        • Location: Bournemouth
        • Recruiter Name:
          Angharad Jones

        Job Title: Financial Administrator Industry: Financial Services Location: Bournemouth Salary: £25,000 Job Reference: 15754 Job Description: Are you an experienced financial administrator looking to support one of the UK’s leading…

        read more
      • Financial Administrator

        • Reference No: 15490
        • Salary: Up to £24,000
        • Location: Dorset
        • Recruiter Name:
          Lowri Watts

        Job Title: Financial Administrator Industry: Financial Planning Location: Dorset Salary: Up to £24,000 Job Reference: 15490 Job Description: Recruit UK is working on an excellent opportunity for a Financial Administrator…

        read more
      • Financial Administrator

        • Reference No: 15490
        • Salary: Up to £24,000
        • Location: Dorset
        • Recruiter Name:
          Angharad Jones

        Job Title: Financial Administrator Industry: Financial Planning Location: Dorset Salary: Up to £24,000 Job Reference: 15490 Job Description: Recruit UK is working on an excellent…

        read more
      • all jobs
      x

      Submit Details Here

        BrowseUpload CV
        chat with us