Financial Services Trainee Administrator
4 weeks ago
Salisbury Financial Services
We are seeking a professional and mature individual to join our team as a Financial Services Trainee Administrator.
The successful candidate will be based in our Gerrards Cross office, working full-time in a permanent role.
This is an excellent opportunity for someone looking to begin their career in Financial Services and gain industry qualifications. Our firm prioritizes building long-term relationships with clients by tailoring our financial solutions to meet individual needs.
We offer a competitive salary of £25,500 per annum, plus a range of benefits including a workplace pension and annual holiday allowance.
About the Role:
This role involves providing administrative support to our advisory and technical team. The successful candidate will work closely with colleagues to ensure that clients receive the best possible advice and service.
- Obtain illustrations and documentation from platforms/providers as required.
- Review meeting preparation and ensure correct documentation is gathered.
- Monitor new business applications and fees.
- Issue signed letters of authority and transfer of agency to providers.
- Update client policy records and maintain accurate personal details and policy information.
Our ideal candidate will have strong computer skills, accurate data entry and record-keeping abilities, and a willingness to study towards professional qualifications. They will also be comfortable dealing with professional colleagues, introducers, and high-net-worth clients.
SFS is an equal opportunities employer promoting diversity and inclusion. Our interview selection process is inclusive and free from discrimination.
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