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Administrator Financial Services

Posted on Sep 23, 2019 by Interactive Wealth Management

Lanarkshire, United Kingdom
Immediate Start
Annual Salary

Administrator Financial Services. Glasgow
£ Excellent

Busy Glasgow-based wealth management firm has an opportunity for an experienced financial services administrator to join their team.
The successful candidate will be able to work on their own initiative with minimal supervision. Tasks will range from general office duties (filing/scanning/answering phone etc) to the preparation and processing of new business applications, information gathering for client review meetings, and liaising with both clients and product providers as required.

A working knowledge of Word and Excel is essential, with experience of Intelligent Office a distinct advantage. The position available is full time, or part-time initially with a view to becoming full time. Competitive salary dependent on experience.

Reference: 760554540

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