IFA Administrator

Recruiter
Search Consultancy
Location
Preston
Salary
17000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time

Client Details

My client a respected Financial Services organisation with offices throughout the North West. They are currently recruiting for a Financial Planning Administrator on a permanent basis to join their offices in Preston.

Description

As a Financial Planning Administrator you will be supporting the Client Services team within Financial Planning and your responsibilities will include:

*Producing client valuations
*Obtaining illustrations and quotations
*Scheduling appointments and meetings
*Preparing documentation
*Database management
*Dealing with telephone calls from clients and product providers
*General department administration and filing duties

Profile

The successful candidate will have:

*Previously worked as a Financial Planning Administrator (Essential)
*Excellent written and verbal communication skills (Essential)
*Strong IT skills including MS Office packages (Preffered)

Contact details. Mark Singleton

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.