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Hailsham, East Sussex
Financial Services Administrator
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Job Type: Full-time |
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Overview
Do you want a competitive salary with career progression? Want to be a part of the most admired advice firms in Sussex? Financial Services Administrator x 2 Our client has a rare opportunity to be part of one of the most admired independent advice firms in Sussex, as a Financial Services Administrator. Working in their busy IFA practice, you will deal with a wide range of business across their client base. There are currently two openings, one for an experienced administrator and one for an apprentice administrator which would be a fully funded apprenticeship. Financial Services Administrator Position Summary As an administrator you will be responsible for a range of duties including: Product research and placement for mortgage products using mortgage research systems under the direction of the adviser Producing mortgage, pension, investment, protection and savings quotes Administration of the back-office CRM system (FinPlan) Contacting and liaising with providers and lenders using different methods of communication (email, phone, post) Client interaction by liaising with them on the progression of their cases Submitting applications Ensuring client files are ready for adviser meetings About you: To be successful in this role you will: Have experience as a financial services administrator Have completed or be working towards the Level 4 Diploma in Financial Planning Have excellent organisational and communication skills For the Apprentice role, we are looking for someone that has recently completed their GCSEs or A Levels, who is bright, highly motivated and looking to start a career within financial services. The Company Our client provides independent financial and investment advice to a range of clients, dealing extensively with product providers and mortgage lenders as well as Legal & Accounting professionals. They provide excellent independent advice and guidance in all areas of financial planning from their East Sussex office. How to apply for the Financial Services Administrator job If you have the skills and experience required for this Financial Services Administrator job, just click "apply" today and watch out for an email giving you more information on how to tailor your application and provide a cover letter or any other supporting documents you may have. You must be eligible to work in the UK Suitable skills and experience include: Financial Services Administrator, Financial Administrator, Administrator Finance, Finance, Administration, Executive Assistant, Apprentice, Apprenticeship, Financial Services Administration Apprentice, Administrator Accounts