Finance Administrator
4 days ago
**Finance Administrator**
**Harrow, Middlesex**
**£30,000 + Pension + Private Medical**
An experienced Finance Administrator is required to provide support for a team of financial planners providing all round advise to clients.
**Some of your duties will include**:
- Providing extensive customer service and sales support for team of Financial Planners
- Working on pension, investment, life insurance, mortgage and business protection cases
- Processing complex client requirements for both new and existing accounts from start to finish
- Researching products to suit client requirements using a variety of sources and preparing quotations
- Processing client requirements from instigation stage through to successful completion
- Ensuring that a first class level of service was provided to clients at all times
- Preparing technical suitability product reports for presentation to clients
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