Senior Financial Services Administrator

Salary up to £34k DOE | Plymouth | Office Based

Our client, one of the South West’s leading firms of Independent Financial Planners is seeking a Senior Administrator to join their team based in Plymouth.

Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and have an exciting opportunity for a like minded individual to join their team.

Your responsibilities:

• Diary management of the firms Independent Financial Advisors
• Preparing new business and client review packs for client meetings
• Managing correspondence and maintaining client files
• To use an appropriate system to record all new business submitted to providers
• Mentoring of Administrators

Skills, Qualifications and Experience

• Experience of working in a similar role in Financial Services for a minimum of three years
• Highly effective time management and organisational skills
• Excellent communication and interpersonal Skills (verbal and written)
• Ability to work under pressure
• Good literacy and numeracy skills

Your benefits:

• Competitive salary £32k to £34k DOE
• Company Pension Scheme
• 21 days holiday plus bank holidays, rising by 1 day per year for each year of service up to a max of 25 days
• Option to buy or sell 5 days holiday per year
• Friendly and supportive working environment

If you are interested in this role, apply today for more information!

Recruitment Consultant: Joanne Howell

Ref: 10208