Financial Services Administrator

6 days left

Location
West Midlands
Salary
Competitive
Posted
03 Apr 2019
Closes
30 Apr 2019
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.

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