Junior Financial Services Administrator

1 month ago


Whiteley, United Kingdom Appointed ltd Full time

**My client is a well respected Wealth Management practice with adivsers services clients all accross the country with a high class level of financial planning. Due to an increase in business they are recruiting for a Junior Financial Services Administratorto join their team in Whiteley.**

As the Financial Services Administrator you will be assisting a team of Financial Advisers, assisting the various teams and focusing on business pre and post-sale. Alongside delivering a high-quality telephony service to advisers, providers and clients.
- You will work 8.30am-5pm Monday
- Friday in their Whiteley office, being paid a salary of upto £25,000. Full support will be offered for exams and career progression within financial services for a motivated and committed individual._

Ideal candiates will have worked within a financial servcies organisation although it is not essential, be a strong communicator. You will be good with numbers and excel and be forward thinking.
- Assisting Financial Advisers in preparation for client meetings
- Gathering information from providers to assist in the pre-sales process
- To ensure full compliance and accuracy of the business



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