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Coast Specialist Recruitment
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Leatherhead, Surrey
Pension & Investment Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Our client is seeking an outstanding administrator who has the diligence and skills to become a valuable member of a client focused financial planning firm. Through your commitment and talent you will make a significant contribution to the growth and ongoing success of our small but aspirational company from the outset. You will be working with the Client Service team: administering new client pensions, investment and risk contracts alongside servicing existing client arrangements. In addition to this you will conduct effective liaisons with product providers and strategic partners, as well as updating client and product records. About you: Ideally a minimum of 18 months experience in the Financial Services industry A real interest in Financial Services and Financial Planning GCSE English and Maths A-B Experience with Advisor Office or a similar back office system A high level of proficiency with Microsoft Office Products Excellent communication skills in writing, on the phone and face to face