Financial Services Administrator

Mulberry Recruitment Limited
£18000 - £20000
31 Oct 2017
16 Nov 2017
Contract Type
Full Time

Financial Services Administrator

Salary £18 - £20K

Location: Fleet

My client who are based in Fleet are looking for a Financial Services Administrator to join their team. We are looking for candidates who have got experience of working within Financial Services and will have experience of administration. You will be required to carry out administrative tasks; therefore it is vital that you have got strong organisational skills and a keen eye for detail. Ideally the candidate will have experience of working within Financial Planning, or working with Financial Advisers and providing excellent support. It would be advantageous if you have experience of Pensions or Investments.

Produce valuations and reports
Identify potential errors that may impact on the client valuation outputs
Include notes and commentary on income, withdrawals and contributions for all plans and investments
Produce fund performance data for actively managed portfolios
Prepare pre-meeting documents, packs and letters to clients
Ensure an accurate and up to date diary system
Book client appointment if required, sending client confirmation letter or email, and book meeting room if appropriate

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