Financial Services Administrator

£18k - £20k Financial Services Administrator D.O.E
28 Sep 2016
26 Oct 2016
Applicant Services
Contract Type
Full Time
Our client is currently recruiting for an experienced Financial Services Administrator to join their well established wealth management company based in Tetbury, GL8.

So if you are an enthusiastic, experienced team player who is eager to contribute new ideas with a desire to succeed, then read on!

Position summary
Supporting the firm’s Paraplanner and Financial Advisor, as Financial Services Administrator, you will responsible for assisting in regards to Pensions, Investments and Protections.

This will include:

• Corresponding with policy providers on behalf of the client
• Corresponding and liaising with new and existing clients
• Submitting any new business on behalf of the client
• Processing valuations
• Developing new processes through a continuous improvement mindset
• Basic admin duties as required

Who are we looking for?
The successful candidate will be an experienced Financial Services Administrator with significant knowledge of financial services. Additionally you will have:

• Proven experience within Financial Services, ideally in a similar role
• An IFA qualification / experience working for a provider is advantageous, but not essential
• Experience with relevant finance IT platforms & Microsoft office

How to apply
If you wish to be considered for this Financial Services Administrator role click ‘apply’. You will receive an email shortly after your application - you will need to read this to complete your application.