Connecting...

Back to results list

Financial Services Administrator- January start!

Location: FAREHAM, HAMPSHIRE, UNITED KINGDOM Salary: 18,000.00-20,000.00 GBP (UK Pounds) Per annum, inc BenefitsSalary Negotiable
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 11 months ago Reference: X3-220655

If you are looking to work for a smart and professional IFA practice filled with flexible, polite, courteous and forward thinking employees then this could be the perfect role for you…

My client is seeking a Financial Services Administrator for their technology focused, fast paced administration team, to support the businesses whole of market Financial Advisers and Paraplanners in their Fareham based office.

Ideal candidates will have experience working within a financial advisory practice or provider carrying out an administration function. You will have excellent communication skills and be efficient and organised.

Duties:

Manage and arrange Client annual review appointments

Liaising with product providers and other relevant third parties

Supporting Paraplanners in research and analysis to meet the Client needs and objectives

Sending Letters of Authority

Preparing paperwork for client meetings

Managing new business recording, submission and tracking

 

For further information please apply online today or contact Chez Rudiak directly on 02380828606 / chez.rudiak@reedglobal.com

Similar jobs