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Financial Services Administrator

Financial Services Administrator

Posted 3 July by Travail Employment Group
Easy Apply Ended

Financial Services Administrator



£ Competitive

Hours - 37.5 per week - Mon to Fri 8.30am-5pm

22 days holiday + BH, death in service benefit, pension, permanent health insurance after qualifying period and option to join group private health care scheme.

We are looking for a Financial Services Administrator to join a well-established, successful Accountancy Practice at their offices in Grantham to provide both clerical and administrative support to a Financial Adviser and Paraplanner.

The role will consist of dealing with telephone and email enquiries, creating and maintaining client information and records on the company’s database, managing the Financial Planner’s diary, liaising with the Paraplanner and Financial Planner to meet client demands, chasing outstanding fees and invoices and also learning the Financial services sector and products such as Bonds, ISA’s, Pensions and Life Insurance. Preparation of new business submissions and conducting periodic client reviews is also required.

We are looking for previous experience within Microsoft Office packages. The role will require strong practical experience, knowledge of Financial Services and good communication and organisational skills.

To apply for this position please e-mail your CV to Travail Grantham.

Travail is advertising this vacancy and its services as an employment agency in this instance.

Required skills

  • Administrative
  • Diary
  • Financial Services
  • Microsoft Office
  • Records

Reference: 36860989

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