Administrator (Pensions and Investments)
1 month ago
**This is a new Administration role with an Independent Financial Advisers in Stratford upon Avon.**
**The ideal person may well be at the beginning of their career or wish to make a move into Financial Services.**
**This being a starting role - I'm really seeking someone who is very keen to work in Financial Services at a quality long established Independent Financial Advisers close to Stratford town centre.**
**You will have the opportunity to grow with the firm which will provide good training and encourage study and qualifications with Financial Services exams,**
**There is considerable scope to move further within administration to Clients Operations Executive and you may decide to aim for Paraplanning (report writing for advisers and their clients) and more technical admin or indeed to an Adviser.**
**The role involves**:
- Maintain client records on their internal system and software.
- Produce client valuations and liaising with providers.
**You will require**:
Excellent spoken and written communication skills
Ability to multi task
Ability to work under pressure and meet deadlines
Work well individually and as part of a team
Good organisation and planning skills
Attention to detail
**This is an excellent opportunity to learn, grow, gain qualifications and move upwards in Financial Services where the rewards and professionalism can be considerable.
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