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Financial Services Administrator
Location:
Warwick
Description:
Experienced Financial Planning Administrator required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Hybrid working available together with excellent benefits and career opportunities. Would you like to work for a company with a clear identity, strong values, an amazing culture, and a defined purpose? Are you the customer focused and experienced IFA administrator we are looking for to join our friendly and professional team? This is a great opportunity to join company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we and have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you! The role The role of the Financial Services Administrator is to support the office managers and financial planners and provide an efficient, professional, high quality and compliant service to our clients. Duties will include: Obtaining and collating provider information and illustrations. Processing and submitting new business and monitoring the progress. Dealing with investment, pension, and protection business. Liaising with clients and delivering a full customer service. Preparing valuation reports, performance documentation and review checklists. Processing and monitoring switches with providers or electronically. Completing withdrawal instructions for clients. Updating back-office systems. Essential skills We are looking for someone who has ideally gained experience in a similar role and company and has a good understanding of the financial planning support function. Able to demonstrate excellent customer communication skills. Experience working together as part of a team. A background. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
February 9 on ListedBuy
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More About this Listing: Financial Services Administrator
Financial Services Administrator is a Accounting & Finance Financial Service Representative Job at Recruitment Rebellion located in United States. Find other listings like Financial Services Administrator by searching Oodle for Accounting & Finance Financial Service Representative Jobs.
Financial Services Administrator is a Accounting & Finance Financial Service Representative Job at Recruitment Rebellion located in United States. Find other listings like Financial Services Administrator by searching Oodle for Accounting & Finance Financial Service Representative Jobs.