Financial Services Administrator

Recruiter
TIME Appointments Ltd
Location
Colchester, UK
Salary
Competitive
Posted
14 Aug 2019
Closes
09 Sep 2019
Ref
1235099015
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Time Appointments are pleased to be working alongside a leading provider of Financial Services and Advice to both business' and private clients who are looking for an experienced Financial Services Administrator to join their team based in Colchester.

Key Duties & Responsibilities:
  • Supporting Consultants with client related administration
  • Maintain client and portfolio records
  • Process client new business and general client administration as required
  • Produce financial product and investment product recommendation reports
  • Prepare necessary paperwork and application forms for client meetings;


Our client prides themselves on their exceptional level of client service and expertise and this is a fantastic opportunity to build your career within a highly successful practice which will offer extensive career progression and the opportunity to complete further qualifications. To be successful in this role it is essential that you have previous experience working within financial services in an administrative capacity.

For further detail on this and other roles please make sure you visit our website now or call our team to discuss career opportunities available.

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