FINANCIAL SERVICES ADMINISTRATOR
LOCATION : BURY AREA
SALARY: UP TO 24,000 - 30,000
HOURS: 9AM - 5:30PM MONDAY - THURSDAY & 9AM - 5PM FRIDAYS
FREE PRIVATE ON-SITE PARKING
BENEFITS:
4 X DEATH IN SERVICE
75% GROUP PHI
GROUP PERSONAL PENSION SCHEME
25 DAYS HOLIDAYS
OUR CLIENT ARE A PROFESSIONAL FIRM OF INDEPENDENT FINANCIAL PLANNERS AND INVESTMENT MANAGERS AND WERE THE FIRST FIRM IN THE NORTH WEST TO BE AWRDED 'CHARTERED STATUS'. THEY LAUNCHED THEIR INVESTMENT COMMITTEE IN 2009, AND THE COMPANY HAS ENJOYED CONTINUED GROWTH EVER SINCE. THEY OPERATE FROM FOUR OFFICES ACROSS THE NORTHWEST AND YORKSHIRE.
Our Client is now seeking to recruit a Client Services Administrator to join their professional, growing and stable team, playing a leading role in organising and supporting the firm's Advisers. The right candidate must be able to work within a small team and have the confidence to deal directly with Clients and Providers.
They are looking for an individual who has the drive and determination to succeed in their role, with an eye for detail, a willingness to learn and a "can do" attitude.
Candidates applying for the role MUST have previous experience with the Financial Services Industry and ideally have commenced to / or are keen to commit study with the CII.
Daily duties will be varied consisting of;
" Provide "Pre Sales" administration support to Paraplanner/Advisers, including;
o Preparation of E...