Financial Services Administrator
5 days ago
Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience.
Financial Services AdministratorBenefits and Package:
- 09:00 - 17:00 (Monday to Friday)
- Free On Site Parking
- 20 Days Annual Leave
- 5 days a week in the office
- Up to 5% annual bonus paid in December
- All expenses paid annual conference trip
Financial Services Administrator Key Responsibilities and Accountabilities:
- Submit all new business applications to providers and monitor progress within pre-set timescales.
- Audit documents received from your allocated adviser to ensure they meet our compliance requirements.
- Liaise with your allocated advisers to ensure the efficient processing of applications and outstanding requirements.
- Communicate with clients to provide a first-class client journey.
- Submit Dealing Instructions to providers to facilitate new investments and withdrawals.
- Build relationships with allocated advisers.
- Liaise with providers and trustees to ensure the smooth administration of applications and client instructions.
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Financial Services Administrator
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Farnham, United Kingdom CV-Library Full timeGreat opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience. Financial...
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Farnham, United Kingdom CV-Library Full timeGreat opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience. Financial...
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