Financial Services Administrator

16 hours ago


Birmingham, Birmingham, United Kingdom CV-Library Full time

We are seeking a highly motivated and detail-focused Financial Services Administrator to join our team in the Solihull area. As a key member of our administrative staff, you will be responsible for assessing fact find documentation, attitude to risk questionnaires, and advisor proposals.

This role offers the opportunity for further growth and educational support within the financial services sector. Our competitive salary is £32,500 per annum, depending on experience.

  • Assessing client data and transactions efficiently across various platform sites
  • Conducting research on investments, pensions, tax planning, and protection cases

To succeed in this position, you will need strong IT skills and the ability to use Microsoft Office proficiently.



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