Financial Services Administrator
Location: Bromsgrove
Reference: BCR/KM/finance
Bell Cornwall Recruitment currently have an exciting opportunity for an experienced Financial Services Administrator to join a well-established Financial Firm in Bromsgrove! This would suit an individual who is looking for the next step in their Wealth Management career.
Responsibilities…
- Book and confirm client appointments
- Prepare client packs for meetings
- Administering and servicing schemes and individual members
- Processing all new business
- Support with reviews, renewals, new joiners and leavers
- Keep systems updated
- Manage annual reviews
- Work closely with IFAs to deliver teams goals and targets
Ideal Candidate…
- Ideally experience within a similar role
- Must have a good working knowledge of pensions
- Excellent attention to detail
- Confident using Microsoft Office including excel
If you believe this Financial Services Administrator role could be right for 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 business. 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