Financial Services Administrator
Hours: Full Time
Salary: £24K + benefits
Our client is currently looking for a Financial Services Administrator who will provide administrative support, within their existing administration team for the IFA team. You will be part of a team that provides advice in areas such as investment management, protection and pension retirement planning to clients throughout the Midlands and London.
Duties will include:
•Processing of new business.
•Management of existing business.
•Preparation of quotations.
•Extensive use of our back office system (Intelligent Office).
The Ideal Candidate:
•A good telephone manner is essential, as one to one client interaction is required, along with attention to detail and the ability to prioritise tasks.
•Experience of using platforms is essential alongside good organisational skills, accurate record keeping and co-ordination of the whole administration process.
•Good IT skills including word and excel are a pre-requisite.
•Must be able to work with minimal supervision, have an aptitude towards providing a reliable, efficient and prompt service with a positive outlook to all clients, whilst sometimes working under pressure within a very busy but friendly practice.
If you’re the ideal candidate that our client is looking for, then send in your CV today by clicking the APPLY button below.
Keywords: Financial Services Administrator, IFA, Financial Services, Financial Advisor, Banking and Finance