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| » Job Details | Go Back |
| Job Title: Administrator (Financial Services) |
| Description |
Administrator (Financial Services)
Location: Melksham
Salary Indicator: £16,000 - £22,000
This is a brilliant opportunity to join a leading and well respected firm of Chartered Financial Planners. Our client is currently looking for an experience Financial Services Administrator, to support a well respected team of Chartered Financial Planners.
Duties and Responsibilities:
Confirming client appointments by letter & enclosing relevant compliance documents Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries
Skills:
FPC Qualified
Experience of working as an IFA
Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records
|
| Details |
| Job Ref: |
JW-3027 |
| Hours: |
Full Time |
| Location: |
Wiltshire, England |
| Working Term: |
Permanent |
| Salary: |
£16000 to £22000 per annum |
| Application Deadline: |
08/04/2010 |
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