Financial Administrator

SF Group
10 Jan 2018
09 Feb 2018
Contract Type
Full Time
SF Group are currently recruiting for a regional independent wealth management organisation who provide bespoke, all-encompassing financial advice to a range of both personal and corporate clients. Our client is seeking an Office Administrator with industry experience and commitment to a career in Financial Services and Financial Adviser Support. The ideal candidate would have 2 years’ experience in Administration or be studying towards industry specific qualifications. They will be IT literate, be reliable and have an excellent telephone manner. The role: • Submitting new business • Chasing new business through to completion • Filing, scanning and photocopying documents • Dealing with incoming and outgoing post on a daily basis • Liaising with clients and product providers by telephone • Being responsible to diary management • Computer based record keeping • Compilation and update of spreadsheets for client valuations • Typing letters to clients • Maintaining office stationary levels In order to be considered for this role applicants must: • Be willing to study towards CFP qualifications • Be enthusiastic, self-motivated and willing to learn • Be flexible in their approach to work If you feel your experience is right for this role, and you are interested in learning more please call Peter on 0113 322 0226 or email on