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Financial Services Administrator

Location: BRENT CROSS, LONDON Salary: 25000 - 28000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 2 months ago Reference: 3089897
Financial Services Administrator | North West London | Salary up to £27,000 DOE

Are you an experienced Financial Services Administrator???
I am working on a behalf of an established Financial Services company based in North West London.

HERES THE DETAILS….

What’s on offer……

This is a role that can offer the right candidate variety in their work with daily tasks to include (but not limited to): -

• Organising, maintaining and checking diary, boardrooms and meetings
• Preparing documents for client meetings
• Preparing monthly unit reports for Cleaver Adviser
• Preparing and emailing monthly newsletter to clients

What you can offer them….

You will have experience in the following: -

• Previously worked within an IFA
• Knowledge of provider platforms: Standard Life Adviserzone and Wrap, Old Mutual    Wealth Adviser View and Platform
• Dynamic Planner Risk Profiler
• Clever Adviser Technology
• Writing Suitability Letters

What to do now……

Tick the above boxes?

Simply contact me on robyn.lowe@reedglobal.com | 020 7220 4777 for a chat



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