We are currently recruiting for an extremely well established and prestigious Financial Services organisation based in Stevenage.
The role is for a full-time Financial Services Administrator - the successful candidate must have had previous experience working for an Independent Financial Advisers and have proven experience working with GLA, GIP, GPMI, GCIC etc and preferably experience in auto enrolment pension schemes.
Working hours: Monday to Friday; 9.00 to 5.00pm.
This role could be hybrid after a period of training full-time in the office in Stevenage, working 3 days from home and 2 office - based- but this could change in the future, so you must live within a commutable distance from Stevenage.
This is a excellent opportunity to join this forward thinking expanding company who are continually looking to evolve and improve their client and employee experience.
Duties and Responsibilities of a Financial Services Administrator:
Working alongside the Financial Advisor giving admin support on pension schemes - including speaking to any clients following any enquiries.
Conducting research and careful record keeping of client enquiries.
Assistance with annual review paperwork for the client giving any feedback when necessary.
Deal with all day-to-day queries from clients and colleagues
When required attend client meetings
Ad hoc administrative assistance to the Client Services Team when required.
Person Specification and experienced required:
Prov...