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Clark James recruitment
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Liverpool, Merseyside
Financial Services Administrator
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Job Type: Full-time |
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Salary: £19,000 per annum |
Overview
Working within this well established and growing National IFA we are looking to recruit an experienced Financial Services administrator to join their forward thinking office. Working in a friendly team environment supporting a Team of Financial Adviser you will be responsible for: Composing Letters of Authorities and chasing providers for the relevant policy information Typing Fact finds and inputting client information and attaching documents to IO Scanning and printing of documentation Preparing and binding reports with all relevant documentation for client meetings Assisting staff with their administration needs as and when required Assisting with incoming and outgoing post Sending applications to providers and Ascot Providing admin support for local marketing initiatives Ensure all dealings with clients are carried out in a professional and courteous manner Ensure all supporting documentation is maintained as per company procedures Maintain all standards of performance as required by the firm Generally providing admin support to all advisers as and when needed Successful applicants must essentially have 12 months IFA support experience and have proven strong administration and client focus skills. Please contact Deborah Hulance - Director who has over 15 years Financial Services Recruitment experience for further information regarding this role and similar vacancies in strictest confidence. -Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please Note All applications received will be dealt with in the strictest confidence. Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities .