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Technical Administrator

Location: BROADSTONE, DORSET, UNITED KINGDOM Salary: 20,000-24,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 months ago Reference: X3-309151

I’m currently working closely with a successful financial planning client based in Broadstone. They are looking to expand their team and seeking an Technical Administrator:

 

Duties as followed:

Provides administrative support to the Financial Advisers

Research tools to provide solutions to meet client needs and objectives

Creates compliant Suitability Reports

Processes client applications

 

Skills/Qualifications Required:

Previous experience within Financial Services -  knowledge of financial planning issues

Financial services Qualifications

Proficient in Microsoft Office

Good communication skills, both verbal and written

 

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