Financial Services Administrator Financial Planning J807
£ 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:
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.
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 firstname.lastname@example.org
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