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Financial Services Administrator

Financial Services Administrator

Posted 15 October 2018 by We Are SSG
Easy Apply Ended

Watson Evans Associates have been assigned by a firm of Financial Advisors who are looking to add a full time, permanent Administrator to their team.

This is a new role within the business, and you will be joining a successful and growing team. Depending on experience, your starting salary will be between £20,000 and £24,000.

Working to support a small team of advisors, you will be tasked with a wide range of admin related duties to include:

  • Updating client records, including creating new client files
  • Prepare files for meetings: valuations, money laundering checks, terms of business etc
  • General system administration
  • Processing new business paperwork
  • Report writing

Ideally you will have previous experience working for an Independent Financial Advisor, or a similar professional office environment. You will be quick to adapt and learn new systems and processes, as well as keen and enthusiastic to be part of a growing organisation.

For further information and to apply, please contact Oliver Watson quoting reference OW436.

Reference: 36360600

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