Financial Services Administrator        Financial Planning                              J807

Sale

£ 20,000 – £23,000

We are currently looking for a full time experienced Financial Services Administrator to join a small Financial Services practice in Sale.

You will be responsible for the full range of financial services admin including:

Arranging appointments

Chasing clients, providers and pension schemes for information

Dealing with customer and third party enquiries

Liaising with paraplanners and IFAs to speed along the process Implementation of fund switches, transfers and new policies

Updating of our back office systems, compliance spreadsheets etc.

This role will suit someone who is a career administrator.

DB pension scheme experience would be an advantage but not essential

Holidays start at 20, and increase with service.
Auto enrollment pension.
Parking
Exam support

Please enquire confidentially using the details below quoting reference J807 , alternatively feel free to connect with me Diana Sproston on LinkedIn,


To apply for this position please call the office on 0161 973 0133 or email diana@threesixtyselection.com

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