Financial Services Administrator

Financial Services Administrator Vacancy. Bury. £23,000-£25,000.

This Independent Financial Advisers provide both Advice across Wealth, Group Life and Employee Benefits. As a Financial Services Administrator here you'll be up-skilled in all areas through ongoing training and support, you'll have industry relevant exams and study materials paid for, and get the opportunity to progress and become a Senior Administrator and then Adviser.

The role involves handling incoming calls professionally, managing post, emails and welcoming office visitors. Coordinating client appointments and documentation, and organising advisers' schedules. You'll also compile client packs, obtaining information from providers, issue policy documents, conducting product and market research, draft suitability letters and maintain accurate client records throughout.

The business are looking for someone who's worked in a company that sells or provides financial products (Pensions, Investments, Life Insurance, Protections or Employee Benefits), or someone with a qualification relating to financial advice/wealth management who is looking to embark on a career in the industry.

Monday-Friday, 9am-5pm, office based.