Connecting...

Back to results list

Financial Services Administrator

Location: SHOREHAM-BY-SEA, WEST SUSSEX Salary: 18000 - 24000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 15 days ago Reference: 3108864
Independent Financial Advisers Practice who cover wealth management, retirement planning and protection are recruiting within their Shoreham office for a Financial Services Administrator to join the busy hardworking team.

Salary circa £20,000, progression opportunities within and support to Level 4 Diploma in Financial Planning.

Your main duty will be to ensure that clients receive a 5* administration service from cradle to grave and the business financial planners are supported is all areas.

-  Manage client service needs and client expectations
- Prepare client documentation
- Check accuracy and completeness of new business documentation
- Send letters of authority
- Organise client review meetings
- Ensure back-office systems are kept up-to-date
- Point of contact for clients and enquiries
- Liaise with product providers

Ideally you will have previous IFA Practice experience and wit hold up to date product knowledge. It would be excellent if you had experience using Intelligent Office, although not essential.

For more information please apply online today or send your most upto date CV to chez.rudiak@reedglobal.com

Similar jobs