Financial Services Administrator- IFA Support - Wolverhampton
My client is a successful Financial Services organisation with long-standing track record. They are a well-regarded practice providing financial planning and employee benefits solutions for businesses & individuals throughout the UK.
They are looking to strengthen their support team and appoint a Financial Services Administrator. Working within a friendly and supportive team the role will include the following responsibilities.
Provide quality support to consultants advising on retirement and financial planning.
Keeping accurate client and member records
Provide administration linked with trasferring pensions from personal to group schemes.
Experience gained supporting financial advisers - either private client or group pensions.
Excellent communication skills both verbal and written
Time management & prioritisation skills
The ability to work on own initiative & as part of a team.