Financial Services Administrator
- Recruiter
- Clark James recruitment
- Location
- Taunton
- Salary
- 18000.00 - 21000.00 GBP Annual
- Posted
- 14 Sep 2019
- Closes
- 30 Sep 2019
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Our client a large and well established IFA, with a focus on Pensions and Investments has an exciting new opportunity for an experienced financial support administrator to join an existing team due to internal promotion.
The role will cover the administration of Pensions, Investments and Protection for a range of clients.
Your responsibilities will include:
- Setting Up new Clients on the system and processing new business.
- Preparing Letters of Authority and issuing to relevant providers
- Handling all enquiries from existing clients including fund switches
- Liaising with providers and advisers regarding any enquiries
- Providing Valuations and other administration associated with processing Pension, Investment and Protection Business
Experience of Intelligent Office Software preferred.
Excellent benefits package including flexi time and full support offered towards professional qualifications.