Financial Services Administrator- IFA Support - Wolverhampton

Recruiter
Clark James
Location
Wolverhampton, West Midlands
Salary
20000.0000
Posted
11 Jun 2017
Closes
11 Jul 2017
Contract Type
Permanent
Hours
Full Time

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.

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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.

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Role

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.

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Candidate Requirements

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.