Financial Services Administrator

  • Location

    Bath

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £18,000-£22,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    3 months ago

  • Expiry date:

    2021-02-17

  • Consultant:

    #

A national Financial Planning practice are seeking to recruit a Financial Services Administrator to join their growing team. The organisation has an outstanding reputation and have won multiple awards, they are a now seeking to recruit an Administrator to work out of their Bath office.

The role will involve supporting the overall Financial Planning team, responsibilities will include:

  • Input and management of data on database
  • Business submission & new business
  • Client documentation & data entry
  • Speaking with third parties over the phone & email
  • Supporting the senior administrators, paraplanners and financial advisers

The client is looking for an experienced administrator, ideally with Financial Services experience. Individual from a Financial Planning, Employee Benefits, Banking, Platform or Provider background would be preferred.

This is a friendly and supportive company, you will be given full on the job training, help with any market exams you want to take and there will be opportunities to progress.