Technical Financial Services Administrator Full
2 weeks ago
**Pension & Investments**
- Chasing providers for product information
- Trades - placing, chasing and updating clients/advisers such as fund switch and Bed to ISA
- Preparing review pack, including valuations using excel and FE Analytics
- To assist paraplanners with wealth suitability reports when required
**Life Protection**
- Drafting of suitability letters
**Skills & Knowledge**
- Experience within the Financial Services industry
- The ability to cope in high-pressure environments
- Excellent communication skills at all levels
- Team player
- Good planning and effective organisational skills with a methodical approach to work
- Honesty and integrity
**Be willing to undertake such other roles and duties as the employer considers appropriate having regard your skills and experience.**
- DIS and Income Protection
- Discretionary bonus
- Pension
Job Overview
**Location**:
Horsham, UK
**Salary**:
£28,000 - £34,000
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