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Vacancy Details
Job Title : Financial Services Administrator
Ref : P6042
Location:  Trowbridge / Wiltshire
Category:  Data Entry / Customer Service / Clerical / Administration / Office Support / Financial Services / Finance Support
Division:  Permanent Division
Salary:  £20,000 to £23,000 per annum, depending on experience plus quarterly bonus, 28 days holiday including Bank holidays, pension plus childcare vouchers
Job Type: 
APPLY NOW
Permanent

Are you looking for a new challenge?  Our prestigious client has an urgent requirement for a Financial Services Administrator to join their busy service team.

 
As their Financial Services Administrator, this key role will providing a range of support to the Paraplanners and Advisors, in particular compiling client information as well as regular liaison with clients and policy providers.
 
Duties will include: 
  • Correspond with policy providers on behalf of the client
  • Correspond and be a general liaison with the client
  • Submit any new business on behalf of the client
  • Facilitate the annual review process of our clients
  • Process new client information in preparation for their first Using a range of IT programmes to provide clients with an overview of their investment performance
  • Additional administrative duties
The successful applicant will have proven administrative experience gained within financial services, ideally within an IFA (or alternatively technical experience gained within pensions, investment or protection products).  You will possess first rate presentation and communication skills as you will be dealing with a wide variety of clients and have a good knowledge of IT packages including Word, Excel and Outlook.  In addition you will have excellent prioritisation skills and the ability to work in a busy, ever changing environment where no two days are the same!
 

In return this is an exciting time to be joining our client’s business with great prospects available for the right individual with full training given.  In addition you will have the opportunity to really make your mark and have a real input into the future of the organisation.  Immediate start available, so please do not hesitate in applying today!



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