Financial Services Administrator
2 days ago
Pertemps is currently seeking a Financial Services Administrator to join their client's busy team based in Royal William Yard, Plymouth on a permanent basis. If you are a good administrator and have experience working in financial services, then this isfor you This is a part time role initially working 25 hours per week.
Day to day duties of the Financial Services Administrator include:
- Answering the telephone
- Undertaking client valuations and associated fund performance research
- Liaising with providers by telephone/correspondence in relation to new and existing business
- Processing amendments to existing plans e.g. fund switches
- New business illustrations and research
- Processing letters of authority and obtaining full information on clients' plans
- Opening, logging and scanning the post
- Greeting clients
- Scanning client files
- Any other duties as requested by directors
The successful Financial Services Administrator must be able to demonstrate some knowledge of the financial services market, and knowledge of Intelliflo office software would be advantageous.
Previous administration experience working for a Financial Services firm is preferred but not essential.
This is a permanent role working 25 hours per week, between 9:30-2:30. Salary is negotiable based on experience, however would be around £21,000 FTE working out at £11.00 per hour.
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