Job type
PermanentLocation
CheshireWorking Pattern
Flexible Working,Full-timeSpecialism
Financial Services OperationsIndustry
Banking & Financial ServicesPay
To £30,000 + benefits
Financial Services Administrator : Stockport : to £30,000 + benefits
Your new company
Your new role
Providing administration support to experienced Financial Planners and their clients to ensure high standards of client service. You will be a key point of contact for clients, providing assistance across all areas of financial planning.
This will include preparing all documentation prior to submitting new business, using the back office CRM system, assisting advisers to prepare for client meetings, including preparing provider illustrations and liaising with providers to chase up outstanding documentation.
What you'll need to succeed
What you'll get in return
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Due to internal promotion, a new job opportunity has arisen within a growing firm of IFAs for an experienced financial services administrator.
Working within a very friendly and supportive team environment.
Working within a very friendly and supportive team environment.
Your new role
Providing administration support to experienced Financial Planners and their clients to ensure high standards of client service. You will be a key point of contact for clients, providing assistance across all areas of financial planning.
This will include preparing all documentation prior to submitting new business, using the back office CRM system, assisting advisers to prepare for client meetings, including preparing provider illustrations and liaising with providers to chase up outstanding documentation.
What you'll need to succeed
Current experience of working in a financial services administration role is essential, ideally gained within an IFA practice (or product provider with a good understanding of pension and investment products and experience of CRM / back office systems), strong communication and organisational skills, methodical, excellent attention to detail, enjoy working as part of a team.
What you'll get in return
Highly competitive basic salary to reflect experience plus a good benefits package, supportive working environment, support to attain professional qualifications if desired.
Flexible working options are available, including the option to work remotely on a hybrid basis.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
