Financial Services Administrator

FS Administrator opportunity in Grimsby-knowledge of Pensions and Investments essential

Your new company
A rapidly growing professional services business based in Grimsby, easily accessible via pubic transport.

Your new role
As Financial Services Administrator you will be working closely with and supporting the Financial Advice team and have previous experience dealing with Pensions and Investments. Duties will include but are not limited to; processing new and ongoing applications, liaising with product providers to obtain quotes, collating client literature and fund fact sheets and providing daily administrative support.

You will have a good understanding and working knowledge of compliance and regulations within a financial environment. As you will be liaising with clients and internal and external departments on a daily basis, you will require excellent communication skills and previous experience within financial services. You will be required to file and maintain client data and asset statements, ensuring that files are kept up to date and stored appropriately.

What you'll need to succeed
In order to succeed in the role, previous experience within a Financial Services Administration position is essential, ideally within a bank working with pensions and investments. You will be confident in speaking with clients in a professional manner, providing excellent customer service and a strong ability to multi task. Experience using Adviser Office is advantageous.

What you'll get in return
Working hours are 8:45am- 5:15pm Monday to Friday with 1 hour lunch. Salary is dependant on experience. The company invests in their staff in recognition of hard work, encouraging long term development, training and study support in order to continuously engage staff.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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