Financial Services Administrator
- Recruiter
- Confidential
- Location
- United Kingdom
- Salary
- 22000.00 - 27000.00 GBP Annual + Pension & Study Support
- Posted
- 17 Jun 2022
- Closes
- 15 Jul 2022
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Due to client demand and increased work volumes, an opportunity has arisen working with our client, a successful Financial Services firm based in Perth who are looking to bring on board a Financial Services administrative to provide full support to the Advisers in the Wealth arm of the business.
General tasks shall include but are not limited too; chasing up provider information, sending out LOA'S, answering client calls & arranging meetings, processing new business applications, renewals and valuation reports as well as compiling client packs ahead of meetings.
This is a great opportunity to join a team of professional in the advice field and be a valued member of the team contributing to ensuring their clients recieve the best possible service from start to finish.
To note your interest or know more, please submit your application or call Kelly Strachan
General tasks shall include but are not limited too; chasing up provider information, sending out LOA'S, answering client calls & arranging meetings, processing new business applications, renewals and valuation reports as well as compiling client packs ahead of meetings.
This is a great opportunity to join a team of professional in the advice field and be a valued member of the team contributing to ensuring their clients recieve the best possible service from start to finish.
To note your interest or know more, please submit your application or call Kelly Strachan