img
Permanent

Financial Services Administrator

Leicester
money-bag 26000.00-26000.00 Annual
3085445255
Posted 5 days ago

Are you looking to build a rewarding career in financial services?We''re recruiting on behalf of a leading, fast-growing financial advice firm that''s seeking a motivated and detail-oriented individual to join their team as a Financial Services Administrator.This is an exciting opportunity to work closely with experienced Financial Advisers and gain exposure to all areas of the business, from client servicing to research and report preparation. You''ll be fully supported to study towards industry-recognised qualifications (Diploma level) and develop into a valued, long-term member of the team.The RoleWorking in collaboration with Financial Advisers and other team members, you will:Support Advisers in preparing recommendations in line with company policiesMaintain accurate client records and ensure smooth business processingConduct research across a wide range of financial products (investments, pensions, protection, etc.)Liaise with providers and clients, managing information flow and documentationPrepare client review packs and assist with pre- and post-sale administrationSubmit business on internal and external systemsManage client review processes and annual meeting schedulingMonitor and reconcile trail fees and client invoicingStay up to date with legislation and industry changes affecting clientsAbout YouThe ideal candidate will be:Highly organised, self-motivated, and proactiveAble to build strong working relationships with colleagues and clientsDetail-focused with ..... full job details .....

Other jobs of interest...

Regional Recruitment Services
Leicester1 week ago
money-bag30000.00-30000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!