Financial Services Administrator
- Recruiter
- Coast Specialist Recruitment
- Location
- Harrow
- Salary
- 22000.00 - 28000.00 GBP Annual
- Posted
- 08 Aug 2019
- Closes
- 23 Aug 2019
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Financial Services Administrator
Harrow
Our client, a well established, successful and forward thinking firm of Financial Advisers is looking for an experienced IFA Support Administrator to work closely alongside 3 consultants. Duties will include:-
- Processing new business applications
- Sales support/research
- Liaising with clients, lenders and providers
- Dealing mostly with protection business, however the role may evolve to more involvement with pensions and investments
- Record keeping, using various software tools and Excel spreadsheets
You should be a competent communicator, friendly, hardworking and flexible. This role is working in a nice environment.