Full or Part-time Financial Services Administrator
3 weeks ago
Financial Services Administrator 1 year contract Temporary with the potential to become permanent Pinner 9.30pm 5 days per week GBP24,000 pro rata Remote role with office-based potential
Our client is a team of financial advisers specialising in providing advice on mortgages, personal and company protection, retirement planning, investments, and Inheritance tax planning.
The team have been helping clients navigate complex financial markets since 2001, and from those very early days, the business has evolved primarily through client recommendations.
This is a working from home position; however, this may change to office based. Initially, this role is a 12-month contract with a view to becoming permanent.
Experience in financial services is desirable but not essential
Mortgage admin experience is desirable but not essential
Must be proficient in all Microsoft Office tools
What will your role as a Financial Services Administrator look like?
Mortgage, life assurance and pension admin
Buildings and contents quotes and letters
Keeping CRM updated
Full training will be provided
The opportunity to train, progress and be made permanent in a growing industry
~ To work with a friendly team, with over 60 years of combined experience in Financial Services
~20 days holiday pro-rata
This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm to whom your application has been forward
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