Financial Services Administrator
Salary: £20,000 – £30,000 depending on experience
Location: Leicester
Bell Cornwall Recruitment currently have a fantastic opportunity for an experience Financial Services Administrator to join a well-respected Wealth Management Firm based in Leicester. We are looking for an organised, positive and hard working individual who is looking to progress their career further!
Responsibilities
- Extensive support to Paraplanners and IFAs
- Prepare client information packs for meetings
- Submit new business (Investments, Pensions and Protection cases)
- Liaise with clients and advisers
- Be the first point of contact for any client queries
- Keep information and systems updated
Ideal Candidates
- Previous IFA support experience is essential
- A good understanding of Investments, Pensions and Protection
- Excellent organisation and planning skills
- Good communicator both written and verbally
- Attention to detail with the ability to work to strict deadlines
If you believe this Financial Services Administrator based in Leicester could suit you, please apply now!
Interested? Please click the ‘APPLY’ button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Job Information
Apply for this Job
BCR have more fantastic opportunities for you!
Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.
Love Work Be Happy
BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.
BELL CORNWALL RECRUITMENT
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales