Financial Services Administrator
- Recruiter
- GEMINI WEALTH MANAGEMENT LTD
- Location
- West Midlands
- Salary
- Competitive
- Posted
- 03 Apr 2019
- Closes
- 30 Apr 2019
- Sectors
- Accountancy, Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
We are looking for a full time Financial Services Administrator to join an expanding team who provide technical & admin support to our financial adviser team.
The Administrator’s duties include:
- Completing compliance paperwork and replacement contracts
- Analysing data
- Preparing suitability reports and preparing new business files
- Working closely with the financial adviser
Working closely with the financial adviser, this person should have previous financial services experience, excellent report writing skills and ideally be interested in studying towards the CII Diploma.