Financial Administrator

SF Group
11 Jan 2018
12 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 or email on .