A specialist Financial Advisory practice has an excellent opportunity for a Financial Services Administrator to join an existing support team in South Warwickshire.
This position will handle administration for Financial Advisers specialising in all areas of client advice with a particular focus towards pensions.
Dealing with client enquiries
File checking - ensuring all documents are present on file
Ensuring electronic files are accurate and duplications are avoided
Preparation of annual reviews, making amendments and fund switches as applicable
General administrative duties linked with office
Skills and experience required;
The ideal candidate will have experience providing support and administration
High levels of accuracy
Your contact - Keith Enright at Thomas George Selection
Please visit our website ' tgselection.com ' for further details on this and other Financial Services opportunities.
- Financial Services