Experienced Financial Services Administrator


This job does not exist anymore.

Try running a new search or browse our vacancies.

Or fill in the form below to receive job alerts.

2018-05-21 13:42:261970-01-01Coast Specialist Recruitment
Job Type Permanent full-time
Area Berkshire, UK
Sector FINANCIAL SERVICES - Sales Support
Start Date
Advertiser John Heffernan
Job Ref DM-12613
Job Views 595
Description
Experienced Financial Services Administrator
The Role
  • Administer the existing client bank (circa 100 clients) – deal with new business arising.
  • New clients – deal with administration of new business.
  • Communication with clients – e-mails and letters/reports
  • Reporting – to adviser, to clients and to colleagues.
  • Controlling and prioritising workload
Requirements
  • Diligence and accuracy across every aspect
  • Speed and efficiency
  • Clarify and accuracy of communication – written and verbal
  • Organisation of workload – prioritising
  • Taking initiative and responsibility
  • Industry relevant qualifications are a must, such as FPC 1, 2, 3, or equivalent)
  • Ideally has knowledge of Standard Life Wrap Platform
Keywords
SectorClear
AreaClear
Job TypeClear
SalaryClear
Sign in
Register
Similar Jobs
  • Administration Assistant
    UK, Cheshire
    Sales Support
    £18 - 20,000 pa

    An award winning bank based in Northwich has an excellent opportunity for an Administration Assistant to join their team. The successful candidate will make a real contribution to the smooth running of the back office, working within a high performing team. Main Duties: Provi...
  • Client Service Executive
    UK, London
    Sales Support
    £28 - 30,000 pa

    A large, established Asset Management practice with a number of regional offices, has an excellent opportunity for a Client Service Executive to join their London team. The company pride themselves on providing a complete, bespoke service to a range of client portfolios. Main Duties: ...
  • IFA Support Administrator
    UK, London
    Sales Support
    £22 - 28,000 pa

    Our city based client, a successful and forward thinking IFA firm, provides one-to-one financial advice and expert servicing for pensions, investments, tax affairs, insurance, and mortgages. The firm take pride in offering a discreet and bespoke service to their clients. Due to expansion, th...
Email Me Jobs Like This
Subscribed to similar jobs notifications

Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex
SS7 2BY

Telephone: 01702 713739 | info@coastsr.co.uk

Surrey Branch:
Aqua House
30 – 32 High Street
Epsom
Surrey
KT19 8AH

Telephone: 01372 738020 | info@coastsr.co.uk

We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
+Necessary
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
ResolutionUsed to ensure the correct version of the site is displayed to your device.
essential
SessionUsed to track your user session on our website.
essential
+Statistics
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Google AnalyticsGoogle Analytics is an analytics tool to measure website, app, digital and offline data to gain user insights.
Yes
No

More Details