Job Description
Financial Services Administrator | Bolton | Full time | 25 days holiday + Bank Holidays | £23,800 - £26,000
Your new companyA well-established and growing professional services business based in Bolton are now looking to hire on a permanent full-time basis. This is due to development and internal progression, as the business is now expanding, and this company is now seeking an Administrator to join their growing financial services team. The working pattern for this position is Monday to Friday on-site, with standard working hours of 9am – 5pm. However, there is flexibility on this EG, 8am – 4pm etc.
Your new roleAs Financial Services Administrator you will be expected to support the wider business with day-to-day operations which entail:
1. Liaise with clients to help with any questions and queries and booking in review meetings as appropriate
2. Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information
3. Obtain quotations from product providers and provide information
4. Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale
5. Ensure that files are complete and all required client identification documentation and necessary application forms...