Financial Services Administrator

Cathedral Appointments Ltd
Exeter, Devon
20 Jul 2017
19 Aug 2017
Contract Type
Full Time

Working in Exeter City centre I have a great opportunity for an experienced Financial Services Administrator working for an established client. Working alongside one or more Financial Planner this is a full-time, permanent opportunity.

Main responsibilities of the role will include:

  • Processing new business

  • Preparing portfolio valuations and prepping for client meetings

  • To manage the advisor’s diary

  • To deal with client queries

  • To collate policy information for prospective new clients

  • To obtain life assurance and annuity quotations

  • To request pension projections

  • To obtain illustrations and preparing application forms for financial reports

  • To prepare switch and sale forms

  • To deal with probate administration for death claims

Main requirements for this role include:

  • Financial services experience is essential

  • A relevant financial services qualification would be preferred but is not essential

  • Excellent written English and spelling; as written communication is a daily responsibility

  • The ability to manage and prioritise a heavy workload

  • A team player

  • Personable, with a good telephone manner

  • A self-starter, with the ability to organise themselves without close supervision

This is an exciting role for an experience FS Administrator. If you have the skills and attributes required, we would love to hear from you.

Other - FS Administrator, Financial services administrator, pensions, portfolio valuations, probate administration, financial reports, life assurance, financial advisor support