Financial services administrator - Loughborough - Up to £30kThe opportunity for a Financial services administrator to join an award winning IFA in their head office in Loughborough. The firm are independent and have a different approach to financial planning
Daily duties:
* To assist managers, advisors and paraplanners with any ad hoc tasks on a daily basis
* Update company systems with ongoing information relating to the progression of client business
* Send and maintain communications to product providers
* Obtain, record and review policy information gathered from providers
* Communicate with clients to provide updates or request information where instructed
* Deal with client and provider queries to completion via the telephone or in writing.
Benefits
* 25 days holiday plus bank holidays
* Flexible working hours, with core hours 10am to 2pm daily
* Hybrid working (preference for admin to be in the office as much as possible however)
* 3x death in service
* Annual pay increase
* Annual bonus (subject to company performance)
* Company socials/events
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your ...