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DATE ADDED: Wed 06/02/2019

Finance Administrator

York, UK

JOB TYPE: Permanent


Role: Finance Administrator

Location: Roecliffe, York

We are currently recruiting for an Administrator to provide excellent administration support to a team of Financial Advisors for our clients company based in the Roecliffe area.

This is a full time, permanent position - working for one of our outstanding client’s businesses.

There is the opportunity to go on to do your financial planning exams and progress within the financial services.

The role will include:

* Provide efficient administrative support for the Financial Advisors
* Be the main point of contact for the clients, as well as members of the business
* Diary management
* Deal with fund switches and surrenders using SLA’s and compliance guidelines
* Prepare and review new business packs for the Financial Advisors' client meetings
* Inputting information onto spreadsheets - Excel experience highly desirable

The ideal candidate will have:

* Exceptional administration experience
* Ability to manage multiple tasks at one time
* Outstanding telephone manner at all times
* Good working knowledge of the Microsoft packages - especially Excel
* Excellent communication skills
* Must live close to Roecliffe
* Financial background/experience is also desirable

If you feel as though you tick all our boxes, this position could well be for you!

*Car driver is needed due to location of the offices*

*Finance Administrator* *Administration * *Admin* *IFA Administrator *

Interested? Please click the 'APPLY' button now!

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
Role: Finance Administrator
Job Type: Permanent
Location: York, North Yorkshire,

Apply for this job now.