Financial Services Administrator - part time
- Recruiter
- Anonymous
- Location
- Tamworth
- Salary
- 18000.00 - 22000.00 GBP Annual + pro rata, pen, hols, bens
- Posted
- 15 May 2018
- Closes
- 11 Jun 2018
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
A growing firm of Independent Financial Adviser with offices based in Tamworth have an opportunity for an IFA Support Coordinator to join their existing administration team.
The role
Providing support & administration to a team of Independent Financial Advisers and their clients
Communicating with clients
Preparing client correspondence
Maintain back office systems and client records
The person
It is essential to have worked within Financial Services in a support or administrative capacity
Knowledge of either pensions & investments or mortgages & protection would be a distinct advantage
It is essential to be well organised with an ability to prioritise workloads
It is also essential to have a good attention to detail
The role
Providing support & administration to a team of Independent Financial Advisers and their clients
Communicating with clients
Preparing client correspondence
Maintain back office systems and client records
The person
It is essential to have worked within Financial Services in a support or administrative capacity
Knowledge of either pensions & investments or mortgages & protection would be a distinct advantage
It is essential to be well organised with an ability to prioritise workloads
It is also essential to have a good attention to detail