Financial Administrator

Samuel James Group
Borough of Bolton
£16000/annum £16,000+COMMS
15 Jun 2017
15 Jul 2017
Contract Type
Full Time
Financial Administrator
Salary: £16,000 - Plus Commission, OTE £30,000
Hours: Mon-Fri 9.30am – 5.30pm
Job Type: Permanent
Location: Bolton

The Financial Administrator role:
A well-established leading player in the investment and pensions market with decades experience of providing Financial Advice is looking for an experienced and capable Financial Administrator to join their team.

Financial Administrator Job Specification:
• Communicate with external clients
• Liaise with colleagues to ensure all documents are relevant and accurate
• Ensure deals are completed to deadline
• Organise fund switches
• Have a solid understanding of IFA instructions

Financial Administrator Person Specification:
• Hold strong knowledge of the role of an IFA and have gained experience in industry
• Ideally be working towards the Diploma in Financial Planning
• Confident communicator, both written and verbal
• Ability to work across multiple projects at one time
• Remain calm under pressure

If you feel that you have the necessary attributes to be successful in this Financial Administrator role and would like excellent career opportunities, please APPLY my client is interviewing now