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Financial services administrator

Barrow-in-Furness
Placing Faces
Financial services administrator
Posted: 8 September
Offer description

Overview

Salary: £25k – £26k (May review depending on experience)

We are working with a Large company based in Barrow – In – Furness, and they’re looking to take on another IFA Administrator to support their top financial advisor in the business. If you have some Financial Admin experience then please apply!


Responsibilities

* Provide an effective and efficient support service to the department and dedicated financial planners.
* Serving as the client’s point of contact and overseeing workflows to ensure the services are supplied promptly
* Preparing client valuations and review packs
* Using back office technology to guarantee complete and accurate client records
* Report writing and research for Financial Advisor


Experience required

* You must have some Financial Admin experience


Benefits

* Fully office based working
* based in Barrow – In – Furness
* Study sup
* Basic salary up to 35K

If you are an Financial Services Administrator and are interested then please apply


Job Details

* Job Category: Financial Services Administrator
* Job Type: Full TimePermanent
* Job Location: Barrow-in-Furness
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