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Administrator

Fareham
Permanent
Harper Recruitment
Posted: 10 December
Offer description

Financial Services Administrator £30,000 DOE + Benefits Permanent Fareham - Flexible working/Hybrid Full Time Monday - Friday Are you an experienced Administrator with experience within Financial Services, Wealth Management, or a similar sector? If so, we have a fabulous opportunity not to be missed! Our client is expanding and they have exciting plans, they are looking for bright, enthusiastic like-minded Administrators to join their success! Working as part of a high performing team you will support the client onboarding journey. What will the role involve? Processing applications both electronically and manually Validating ID and associated documentation Maintaining the integrity of the client database - Intelligent office Manage and prioritise a busy workflow Receive, resolve or re-direct inbound telephone calls Document creation and storage management Who are we looking for? Previous experience in a similar IFA Administration support role essential Basic Financial planning knowledge advantageous Experience working within Financial Planning, Wealth Management, FCA regulated environment Experience using Intelligent Office system is essential Strong organisational and communication skills Proficient with MS Office - Excel What's in it for you? Vibrant culture based on trust and respect. Freedom to work a hybrid working pattern to suit you (2/3 office/home) Working as part of an established t...

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