Financial Services Administrator

2019-08-07 11:52:072019-12-04 Coast Specialist Recruitment
Job Type Permanent full-time
Area London, UK
Sector FINANCIAL SERVICES - Sales Support
Salary £18,000 - £23,000
Start Date
Advertiser Karen Halliday
Job Ref keh-
Job Views 82
Description

Financial Services Administrator

Harrow

Our client, a well established, successful and forward thinking firm of Financial Advisers is looking for an experienced IFA Support Administrator to work closely alongside 3 consultants. Duties will include:-

·Processing new business applications

·Sales support/research

·Liaising with clients, lenders and providers

·Dealing mostly with protection business, however the role may evolve to more involvement with pensions and investments

·Record keeping, using various software tools and Excel spreadsheets

You should be a competent communicator, friendly, hardworking and flexible. This role is working in a nice environment.

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