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Financial Services Administrator

Posted 26 February by Reed Insurance Featured Ended
Are you looking for an opportunity within the IFA world?

My client are part of a large group of companies and specialise in providing advice across Pensions, Investments, Protection and Tax Planning.

Due to increased business, they are looking to take on an experienced Financial Planning Administrator. In return you will be offered full training and support, 28 days holiday and company Pension.

Main Duties:

- Processing New Business in lie with company procedures
- Collating information for client reviews
- Follow up on Letter of Authorities from client providers
- Using provider platforms to prepare valuations and illustrations


- Pension or IFA Administration experience
- Fantastic communication skills
- Good at building relationships
- Articulate

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33561573

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