Financial Services Administrator

Posted 5 February by Reed Insurance Ending soon
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

Experience:

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

Reed Specialist Recruitment Limited is an employment agency and employment business

Application question

Are you an experienced Financial Services Administrator?

Reference: 33561589

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job