Financial Services Team Leader/Administrator
- Recruiter
- The Citimark Partnership
- Location
- We are based on the outskirts of Bristol (BS48)
- Salary
- We offer a competitive remuneration package
- Posted
- 22 Mar 2017
- Closes
- 19 Apr 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
We are a firm of independent financial advisers based on the outskirts of Bristol (BS48) seeking an experienced financial services team leader/administrator.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, prepare valuations and issue correspondence in line with company policy. The role will involve promoting the company’s services in a professional and FCA compliant manner.
To apply for this role your experience and skills should include:
· Previous experience from within a similar role
· A working knowledge of Iress/Adviser Office
· Strong team working and team building skills
· Strong written and verbal communication skills
· Have good organisational and administrative skills
· Have good multi-tasking ability and coordination skills
· IT skills to include Excel, Word and Outlook
· Be well organised and presentable
· Relevant PFS qualifications would be an advantage
Please send a copy of your CV together with a covering email explaining why you are interested in the role and why you believe you are the right person for the job to info@citimark.co.uk
We offer a competitive remuneration package, including salary, bonus potential, support for professional studies, pension, life assurance sick pay and medical insurance.