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Senior Financial Services Administrator
Senior Financial Services Administrator
plymouth,devon
Nov 18, 2024
  • Hours Full Time
  • Salary 32000.00 - 35000.00 GBP Annual
  • Recruiter Cathedral Appointments Ltd
  • Closes 24 Jan 2024
  • Course No
  • Contract type Permanent
  • Recruiter Type Direct Employer
Description

Salary up to GBP34k 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 AdvisorsPreparing new business and client review packs for client meetingsManaging correspondence and maintaining client filesTo use an appropriate system to record all new business submitted to providersMentoring of Administrators Skills, Qualifications and Experience

Experience of working in a similar role in Financial Services for a minimum of three yearsHighly effective time management and organisational skillsExcellent communication and interpersonal Skills (verbal and written)Ability to work under pressureGood literacy and numeracy skills Your benefits:

Competitive salary GBP32k to GBP34k DOECompany Pension Scheme21 days holiday plus bank holidays, rising by 1 day per year for each year of service up to a max of 25 daysOption to buy or sell 5 days holiday per yearFriendly and supportive working environment If you are interested in this role, apply today for more information!

Recruitment Consultant: Joanne Howell

Ref: 10208

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