Financial Services Administrator

  • Location

    Chipping Sodbury

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £18,000-£22,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    8 months ago

  • Expiry date:

    2020-03-01

  • Consultant:

    #

We are working with a well established Financial Planning practice in Chipping Sodbury to recruit a Financial Services Administrator. The organisation are looking for a well presented, friendly and professional candidate to join their friendly team.

The role will be to support the firms Senior IFA Administrators, Paraplanners and overall practice. It will be a busy and varied role that will include speaking with clients over the phone, dealing with inbound and outbound post, updating and maintaining the companies internal systems.

This role would suit an individual with some Financial Services,  Banking or Platform experience that is looking to join a respected company where you can have a successful career. You will be provided with full training and support, help with relevant exams and will be given opportunities to progress within the company.

The client will also consider individuals that are looking to get a foot in the door within a Financial Services company.