Job Information

Financial Services Administrator Vacancy – Manchester City Centre - £18,000 to £19,000 – Industry relevant training and development – Progression opportunities

 

A Manchester City Centre based Financial Advisers are looking for a Financial Services Administrator to provide full administration support to their Adviser Support teams.

 

When successful you will be expected to;

• To monitor the new cases being received.
• Contact the client to agree the appointment date and time for their Fact Find call with the Adviser.
• Send confirmation of the appointments to the clients along with any required documentation.
• Track receipt of required documentation and liaise with the Adviser and Administrator to ensure received in time. 
• Chase the client for response as appropriate.
• Ensure the database and client folder is kept up to date
• To make and answer telephone calls as necessary and have a friendly and professional manner at all times.
• Assist in the archiving of client files

 

To be successful you will need;

• Experience working within a wealth management, financial advice or relevant product provider company previously

 

If you would like to know more please contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk

 

Or apply now.