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DATE ADDED: Fri 06/04/2018

Financial Services Administrator

Altrincham, UK


JOB TYPE: Permanent

SALARY: From £18,000 to £20,000 per annum

Financial Services Administrator
Salary £18000 - £20,000

A Financial Services Administrator is required to work for our Clients offices based in Altrincham. Forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development.

This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions and Investments. Providing direct Administration support the role will be varied, fast paced and demanding where duties will consist of;

" Preparing pre-meeting documentation for the Adviser
" Processing new business applications
" Creating Client Valuations & Illustrations
" Chasing Letters of Authority
" Liaising with Product Providers & third parties

Candidates applying must have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. You will understand who the industry works, and be keen to develop your skills and progress within Financial Planning.

Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.

Role: Financial Services Administrator
Job Type: Permanent
Location: Altrincham, North West

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