This Job Vacancy has Expired!

Financial Services Administrator

Posted on Aug 1, 2019 by CV-Library

Castle Bromwich, West Midlands (County), United Kingdom
Customer Service
Immediate Start
£22k - £31k Annual
Full-Time
Are you an experienced Financial Services Administrator looking to join a growing IFA business?

The Company

This independent financial advice group has grown significantly since its inception in 2011. With over 150 years’ experience combined from their Senior team, they are in a great position to continue developing the business. Due to continued business growth, they require an experienced Financial Planning Administrators to join their support team.

Client Services Administrator responsibilities

This role would suit an experienced Financial Planning Administrator as your focus will be on supporting their Financial Advisers. Your duties may include:

* Undertaking sufficient product research in respect of the clients’ financial planning needs;

* Ensure all supporting documents are up to date

* Preparing client valuations and annual reviews

* Processing funds onto platforms

Requirements to be considered

You should be an experienced Financial Planning Administrator having worked closely with Financial Advisers. Ideally, you should have:

* Experience of using Intelligent Office

* Knowledge of Platforms (particularly Transact, Aegon, Nucleus, Aviva, CoFunds)

* Able to work well within a fast-paced environment and fulfil your workload

* Be competent IT user

Benefits

* Salary of £22,000 - £31,000 pa dependent upon experience

* Working from their busy head office

* Ample free parking provided

* Excellent team environment with regular group events held

Locations

Castle Bromwich

Liability and Disclaimer

Whilst FM TOP JOBS LTD uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information

Reference: 210425946

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