Financial Services Administrator

  • Location

    Bristol

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20,000-£22,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    4 months ago

  • Expiry date:

    2021-02-03

  • Consultant:

    #

A fantastic opportunity for a Financial Services Administrator to join a well-respected firm of Financial Planners.

Responsibilities will include; speaking with clients on a regular basis, helping to organise events/ meetings etc. Submission of documents, data entry, identifying new business opportunities and passing these on to the new business team.

This role would suit an individual with a strong telephone manner. Ideally you will have worked in either a call centre or financial services previously.

This is a friendly, supportive environment with a growing company where there will be plenty of opportunity to progress in the future.