Financial Services Administrator

Recruiter
Coast Specialist Recruitment
Location
London
Salary
24000.0000
Posted
05 May 2017
Closes
04 Jun 2017
Contract Type
Permanent
Hours
Full Time

Our client, a well established, successful and highly reputable Chartered IFA firm is looking for an experienced Financial Services Administrator to join their team in a busy, proactive, varied and responsible role.

Duties include:-

  • Sales support, business processing for protection, tax and trust business
  • A high degree of client liaison, verbally and in writing
  • Communicating with clients and providers
  • Diary management
  • Quotations
  • Liaising with medical screening company

You must be able to form strong relationships with clients and third parties and be extremely accurate with a strong eye for detail. This role is dealing with HNW clients.

Ref: keh-11627