Financial Services Administrator

A fantastic opportunity has arisen for a Financial Services Administrator to join a well established financial advice firm who pride themselves on providing a friendly, personal and outstanding service to each individual client.

The role requires someone who is highly organised, a team player and who can liaise with clients and providers alike. A strong understanding of Microsoft office is essential and some knowledge of Voyant would be desirable but not essential. You will be key in the support of a small team of advisers so excellent communication skills are a must.

The ideal candidate must have a background working in financial services and have dealt with either pensions or investment insurance. A working understanding of SSAS is preferred and previous use of WRAP platforms would be advantageous.

You will be dealing with several different tasks within the role on a daily basis which include preparing new business and switching funds, meeting and greeting clients, preparing for meetings, dealing with clients over the telephone and preparing valuations.

The role offers a competitive Salary: £26,000 – £28,800 per yeardepending on experience, full support and training, a company pension and other key benefits.

If you believe you have the relevant experience and you want the opportunity to have a great career within a team of friendly and professional staff then

Prime Time is acting as an Employment Agency in relation to this vacancy.