Financial Services Administrator - Leading IFA Firm

Recruiter
Alliance Pictor Ltd
Location
Chester
Salary
£15,000 - £19,999
Posted
22 May 2019
Closes
25 May 2019
Ref
1148909889
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Our client is an innovative and successful Chester based Independent Financial Adviser firm. They provide high-quality financial planning and advice. We are looking for applicants that are keen to join a close-knit and high-performing team dedicated to giving their clients quality financial advice.

We are looking for an experienced Administrator who has specific experience within an IFA - Independent Financial Adviser firm with a working knowledge of client- product provider sales administration. Including Intelligent Office, Various platforms and experience working with Insurance - product providers.

What you'll be doing • Speaking with clients over the phone and liaising with third party financial providers; • Accurately and sensitively gathering and recording client's personal and financial information, guided by regulatory requirements;

You will be helping to gather client paperwork, including those held by their financial providers and other third-parties and working closely with the Adviser team to ensure that all paperwork and client administration is completed correctly.

The annual salary is dependent on you and what you bring to the company - but we expect it to be in the range of £18,000 - £22,000. The role is full time but there may be some potential for flexible working.

More searches like this