Job Information

Financial Services - Administrator : York City Centre - Upto £28,000 - Discretionary Bonus - Excellent transport links : 24 Days Annual Leave (plus Bank Holidays and closure over Christmas) - Full Study Support : Excellent Career Progression : Company Pension Scheme

The role is with a very successful Financial Planners in York where you will have the opportunity to build a career.

You will support the Advisers with the below tasks:

• Provide administrative support for quarterly investment portfolio reviews
• Basic Report writing : insurance, investment etc
• Complete bespoke annual reviews for investments
• New business processing and post-sale support
• Deal with client queries
• Assist with withdrawal and drawdown requests

The successful candidate has ideally supported Financial Advisers previously.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong for further information please contact me on 0161 638 8627, email simon.wong@cameron-james.co.uk.