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Financial Services Administrator

Location
Leicester, Leicestershire
Salary
£20,000 to £30,000
Job Type
Permanent
Posted
21 Jul 2022
Financial Services Administrator

Salary: £20,000 - £30,000 depending on experience

Location: Leicester

Bell Cornwall Recruitment currently have a fantastic opportunity for an experience Financial Services Administrator to join a well-respected Wealth Management Firm based in Leicester. We are looking for an organised, positive and hard working individual who is looking to progress their career further!

Responsibilities

Extensive support to Paraplanners and IFAs
Prepare client information packs for meetings
Submit new business (Investments, Pensions and Protection cases)
Liaise with clients and advisers
Be the first point of contact for any client queries
Keep information and systems updated Ideal Candidates

Previous IFA support experience is essential
A good understanding of Investments, Pensions and Protection
Excellent organisation and planning skills
Good communicator both written and verbally
Attention to detail with the ability to work to strict deadlines If you believe this Financial Services Administrator based in Leicester could suit you, please apply now!

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
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Details

  • Job Reference: 663456968-2
  • Date Posted: 21 July 2022
  • Recruiter: Bell Cornwall Recruitment
    Bell Cornwall Recruitment
  • Location: Leicester, Leicestershire
  • Salary: £20,000 to £30,000
  • Sector: Accounting
  • Job Type: Permanent