Financial Administrator

Want to work for an award winning company? Looking for a great team of people to work with who will support you? Then this could be for you! – Financial Services Administrator –

This fantastic opportunity is with a firm of chartered financial planners, who are passionate about their work, driving up standards in the industry and delivering an outstanding service to their customers. A great team to join, they are all trained by the MD and have been recognised as one of the top 100 financial advisors in the country.

Key areas of responsibility and duties:

• Preparing Letters
• Calling Providers
• Maintaining client data on the CRM and informing Providers where appropriate
• Managing day to day client enquiries
• Providing cover of reception duties to include answering the phones, scanning and dealing with inbound and outbound post
• Comply with the relevant Compliance, Treating Customers Fairly, SMCR, Anti-Money laundering procedures and relevant FCA rules at all times.

About you:
This is the perfect opportunity for an enthusiastic, motivated candidate who already has experience of working within a Financial Services environment or you may be a graduate who would like to train to become a Chartered Financial Planner or part qualified Paraplanner looking to complete your qualification.

A rare opportunity to join this forward thinking boutique firm. Call today for more details!