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Financial Services Administrator - Altrincham

Posted 27 February by Profile Search & Selection Ltd Ended

Juliette Lister and Lisa Tremlett are currently assisting an IFA who are presently recruiting for a Financial Services Administrator.

Responsible for managing day to day administration duties covering all pre and post sale enquiries , duties to include but not restricted to:

  • New business processing -online processing and by post for all life and pension business
  • Switching - online and by post
  • Suitability letters
  • Dealing with telephone enquiries with clients/providers
  • Administration tasks such as filing/scanning/faxing
  • Client schedules, including valuations
  • Although working across all investment and pensions products, a strong pensions/technical background would be useful
  • A working knowledge of insurance company websites for processing online business and obtaining information.
  • The job involves extensive use of word/excel and IFA’s back office systems .
  • Experience in working for an IFA practice
  • The candidate must be able to work independently as well as part of a team
  • Able to cope with pressure and meeting tight deadlines.
  • Financial professional qualifications are desirable but not essential.
  • Knowledge and experience of working in financial services.
  • Committed attitude to new challenges are important for this role.

If you are also aware of any friends or colleagues currently working within Financial Services administration who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search.

Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide -Please feel free to contact us direct should you wish to discuss any further vacancies

Reference: 34567005

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