Financial Services Administrator
1 day ago
Company Overview:
">Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.
Salary:
Salary up to £28,000 (experience dependant)
Job Description:
The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support. Key responsibilities include processing transfers, managing individual workloads, investigating client queries, and maintaining client records.
Required Skills and Qualifications:
To be considered, you will need industry-related experience and ideally be working towards industry-related exams or passionate about obtaining the Level 4 Diploma.
Benefits:
This role comes with a competitive salary, Death in Service 5% Pension, Yulife Employee benefits package, and opportunities for career growth and development.
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