Financial Services Administrator - (Part Time)

Posted 11 October by NJR Recruitment
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Financial Services Administrator - (Part Time)

Location: York

Salary: £18,000 Pro Rata - Plus Benefits

Our client is a well established Financial Services Practice, who are now seeking and ambitious and pro-active Financial Services Administrator to join their team on a part time basis.

This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions and Investments. Providing direct administration support the role will be varied, fast paced and demanding where duties will consist of;

  • Processing new business applications
  • Creating Client Valuations & Illustrations
  • Chasing Letters of Authority
  • Liaising with Product Providers & third parties
  • Preparing pre-meeting documentation for the Adviser

Benefits

  • Flexible hours to suit you
  • Free Parking
  • Death in Service
  • Pension
  • Study Support

Candidates applying ideally will have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. You will understand how the financial services industry works and be keen to develop your skills and progress a career within Financial Planning.

Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.

For more information please contact one of our consultants quoting REF:NJR8321

Reference: 36334653

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