FINANCIAL SERVICES ADMINISTRATOR

Recruiter
IMPRESSION RECRUITMENT LIMITED
Location
Harrogate, UK
Salary
Competitive
Posted
18 Sep 2019
Closes
28 Sep 2019
Ref
1251643008
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our prestigious and well established client is seeking a Financial Services Administrator to join the existing Administrative teams on the Wealth Management side of the business.

Generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.

Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.

We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory / Financial Planning firm.

It would be to your advantage if you have an any knowledge or understanding of investments pensions, life assurance, permanent health insurance and personal tax, it would also be to your advantage if you have started any studies related to Financial Advice or Financial Planning or a desire to start studying towards qualifications but, this is not essential.

Excellent benefits including 30 days hols and great pension! Apply today!

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