Quality Administrator Temporary to permanent
1 month ago
My client is looking to recruit an experienced Administrator, with a proven history, who can work as part of the existing Administrative team supporting Clients, Paraplanners and Financial Planners.
This is a varied and interesting role that sits within the back-office function of the business to provide administrative support and liaise with clients of the firm. Ideally suited to someone with knowledge of the financial services industry, in particular those with recent experience working in administration within a financial planning practice.
Maintenance of the back-office system to include compliance and fact find documentation
* Execution of client instructions, contract notes and policy documents
* Those with experience of Investment wrap platforms and Intelligent Office would have an advantage
* The role will be office based.
This role will only be suitable for a Financial Administrator with at least 3+ years of experience.
* Those with experience of Investment wrap platforms and Intelligent Office would have an advantage
* Flexible and ‘can do’ attitude
Working as part of an ever growing friendly team for an ever expanding Financial Planning practice
* Pension contributions, life assurance and income protection
* Company pension
* Life insurance
* On-site parking
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