Administrative Assistant for Financial Advisors

3 weeks ago


Northallerton, North Yorkshire, United Kingdom Premier Jobs UK Limited Full time
About the Job

This Financial Services Administrator role is perfect for individuals who want to work in a dynamic and growing company. You will be responsible for providing administrative support to our team of Financial Advisors, who deliver bespoke financial planning solutions to clients.

Responsibilities

Your key responsibilities will include:

  • Administering the day-to-day tasks
  • Processing new business
  • Obtaining illustrations and valuations
  • Managing client relationships
  • Maintaining accurate records
Requirements

To succeed in this role, you should have experience as an administrator within financial services. Ideally, you should have good knowledge of financial planning processes, products, and how a financial advisor operates.

You must be motivated by the prospect of joining a growing business and the exciting opportunities that come with it.

Why Choose Us?

We are a reputable IFA firm with a strong reputation in the industry. Our team of experts is dedicated to delivering exceptional customer service and helping individuals achieve their financial goals.



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