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Integrity Resource Solutions
,
Huntingdon, Cambridgeshire
Administrator (Financial Services)
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
My client based in St Ives Cambridgeshire is seeking a Financial Services Administrator to join their successful business, providing support to Financial Planners, who specialise in offering independent advice on financial planning, wealth management and employee benefits for individuals and businesses. The key aspect of the Financial Services Administrator role entails: Supporting the Financial Planning team with client queries and quality administration work Ensuring all new business is processed and compliant Managing the Financial Planner’s diary Arranging and preparing for meetings when necessary Ensuring that the company’s database and client records are up to date Sorting and distributing company post Raising invoices Managing your own workload Answering the telephone in a professional manner Other ad hoc tasks. To be considered for the Financial Services Administrator position you will need to have:- One to two years’ experience as an administrator (a financial advisory environment would be an advantage), this is essential as my client requires someone who can adapt to the role immediately You must possess excellent written and verbal communications Strong interpersonal skills Candidates are expected to have a customer focused attitude and a positive work ethic. You must be able to work independently and as part of a team and have a flexible and determined attitude towards work Knowledge of FS business practices and generic knowledge in Life, Pensions and investment products. The successful applicant for the Financial Service Administrator role will enjoy a great package with the following benefits Competitive Salary Pension Scheme Assistance towards the Diploma of Financial Planning or Certificate of Para-planning. (My client likes their staff to have qualifications and are happy to pay for these) 23 paid days leave Ability to take 5 unpaid days leave yearly Hours of work: - Monday to Thursday 9-5 and Friday 9-4. Still interested Please forward a copy of your CV to me for immediate short-listing.