Job Details
Financial Services Administrator
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Chesterfield
Salary: Excellent Benefits Package, Great Salary
Job Ref.: SBFACHEST
Job Information
Financial AdministratorSector: Financial Services
Region: South Yorkshire
Location: Chesterfield
Salary: Upto £30k
Job Information
Our highly reputable and established IFA practise based in Chesterfield requires an Administrator, with financial services experience and experience of working with a paraplanner is desirable.
This exciting opportunity requires somebody with previous experience of an administrative role within financial services and a good understanding of an IFA practice.
Reporting into the practice principal, responsibilities within the role will include;
• Processing new business applications in a timely and compliant manner
• Liaising with product providers, clients and callers as necessary
• Inputting new business and maintaining and ensuring that new and existing records, both computerised and manual, are kept up to date
• All Filing - creating new files and maintaining existing files
• Provide administrative and clerical support to consultants as required
• Paraplanning experience is desirable (working closely with a paraplanner)
Experience in an administrative role within an IFA practice is desirable, (possibly in a paraplanning role) as is good computer literacy. Candidates will need good written and verbal skills along with strong organisational skills.
This is an excellent opportunity to in a well-respected IFA and move into a busy and demanding position. For more details please contact Sam Bates at Cameron James at our Leeds office on 0113 2429411