Financial Services Administrator

Recruiter
Coast Specialist Recruitment
Location
Harrow
Salary
22000.00 - 28000.00 GBP Annual
Posted
08 Aug 2019
Closes
05 Sep 2019
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.

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