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Financial Services Administrator

2 months ago

Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full time

Castle Wealth Ltd is seeking an experienced administrator to support our growing team. The successful candidate will be responsible for pre and post new business sales processing, back office administrative support, and preparing client valuations & documentation for client meetings. Key responsibilities include client liaison, diary management, creating/issuing letters of authority and obtaining relevant policy information, and assisting the Paraplanners with designated administration activities. The ideal candidate will have occupied a similar role within the Financial Services industry, ideally with an IFA firm, and be capable of handling a high workload. Experience in Intelligent Office, Assureweb and Financial Express would be an advantage. The company offers a superb opportunity to join a friendly, forward thinking company, with excellent potential for long term career development, where the efforts & achievements of each member of staff makes a valued & tangible contribution to the overall success of the team. Salary £24-£28K + Bonus, according to experience & qualifications.