Experienced Financial Services Administrator
Clark James Recruitment are working with a an established Financial Advisory firm based in Worthing, due to expansion within the business they are seeking an experienced Financial Services Administrator.
Our client are keen to speak with candidates from a Financial Administration background with knowledge of life, pensions and investments and the associated administration formats.
Undertaking product and fund research utilising software such as; Select-a-pension and Morningstar OBSR
Producing client proposals and suitability letters
To ensure records are maintained and accurate
To ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures
Answering queries from clients in a precise and polite manner
To assist with other office duties when required
Administer Group Risk and Pension schemes
Experience of working in a Financial Advisory firm is essential
Excellent organisational and communication skills
Ability to manage and prioritise a variety of work tasks
Comfortable working in a small team environment
Thorough knowledge of the Microsoft Office package
Monday to Friday
Basic salary £25,000 - £35,000 (negotiable dependent on experience)
13 days ago
This position is being advertised by a recruitment agency.
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