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Financial Services Administrator
Location:
Coatham Mundeville
Description:
Financial Services Administrator, Financial Administrator, Financial Advisor, IFA Administrator Financial Services Administrator Location: Chester, Cheshire Salary: Up to £28k + Excellent Benefits Job Type: Full - Time, Permanent, 9 - 5.30pm The Client: Our client, an independent financial advisory firm, provides expert advice on investment opportunities, tax efficiency, retirement planning, and more. The Role: As a Financial Services Administrator, you will play a pivotal role in new business processing, valuations, and client servicing. Responsibilities: Addressing policy inquiries. Managing telephone and reception responsibilities as needed. Providing comprehensive admin support, encompassing call handling, mail, typing, and client interactions. Requirements: Previously worked as a Financial Services Administrator or in a similar role. Previous experience in an Independent Financial Advisory practice. Familiarity with platforms like Abrdn, Aviva, and Aegon. Experience with IO Intelliflo back-office system. Beneficial Skilled in MS Office - Word, Excel, and Outlook. Benefits: 20 days holiday Group pension scheme Cycle to Work Scheme Company social events Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations. Visit ListedBuy for more information.
Company:
Additional Resources
Posted:
January 27 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 Additional Resources 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 Additional Resources located in United States. Find other listings like Financial Services Administrator by searching Oodle for Accounting & Finance Financial Service Representative Jobs.