Job Details

Financial Services Administrator

Sector:Financial Services

Region : North West England

Location: Sale

Salary: £21,000 to £24,000

Job Ref.: RK0872FS

Job Information

Financial Services Administrator Vacancy – Sale - £21,000-£24,000 – 25 Days Holiday + Bank Holidays – Discretionary bonus – Opportunities to progress and for study support

I’m working with a Financial Advisers in Sale and as part of the firm’s continued growth they are looking for an Administrator to work alongside their Paraplanners and Financial Advisers.

The role will involve:
  • •                  Taking incoming calls and managing the central mailbox
  • •                  Checking incoming case submissions for missing information
  • •                  Liaise with IFAs and Schemes to obtain missing information
  • •                  Preparing invoices for new cases
  • •                  Providing weekly management information and maintaining the database
  • •                  Allocating cases and co-ordinating workflow for the Paraplanners and Financial Advisers
  • •                  Maintaining client files in line with company guidelines
  • •                  Sending LOAs
  • •                  Processing transfer applications
  • •                  Proof reading and sending Suitability Report to clients

 

In return you will receive a competitive remuneration package including:

  • •                  Up to £24,000 salary 
  • •                  25 days holiday plus public holidays
  • •                  Private Medical Insurance (PMI) after 6 months
  • •                  NEST Pension
  • •                  Discretionary bonus
  • •                  Opportunity to progress / study support

  

The successful Client Services Administrator will have provided similar support within a Financial Planning company or have an excellent knowledge of Defined Benefit Pension schemes.

For more information contact Richard on 07852419897 or email [email protected]

Or apply now!