Financial Services Administrator - Mansfield

Recruiter
North Oak Recruitment Ltd
Location
Mansfield
Salary
18000.0000
Posted
12 May 2017
Closes
11 Jun 2017
Contract Type
Permanent
Hours
Full Time

Financial Services Administrator

Near Mansfield (ref AL719)

Salary circa £18,000 - £20,000 depending on experience

My client is a well regarded Wealth Management company, and due to expansion, they are looking to appoint a further financial services administrator to join their team. This is an exciting role with great future prospects, working in modern, open plan offices.

Day to day, your role will involve:

  • Processing new business
  • Handling client queries
  • Invoicing
  • Preparing client files
  • Preparing quotations
  • Liaising with clients and providers
  • Updating client database

Skills & experience required:

  • Previous experience within a wealth management environment
  • Good communication skills, both written and oral
  • IT literate, ideally with experience of 'Intelligent Office’

If this role is of interest, please apply in confidence, with an up to date CV.