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Financial services administrator

Sandbach
Permanent
Forrest Recruitment
Financial services administrator
Posted: 11 June
Offer description

Job Overview

, Permanent, Sandbach, up to £28,000 DOE

We have a fantastic opportunity for an experienced Financial Service Administrator to join one of our incredibly successful clients local to Sandbach. Based in their lovely offices you’ll be joining an experienced and friendly team, providing exceptional administrative support. You will be responsible for;

1. Responding to calls and emails from clients and third parties,
2. Preparing documents and information for client meetings,
3. Administering financial plans and investments,
4. Maintaining client files and documents of Intelligent Office system,
5. Processing applications and transfers and letters of authority,
6. Ensuring compliance and adherence to regulatory legislation

Our client requires a candidate with a minimum of 2 years’ experience in the same or like for like role, a professional and confident manner, excellent attention to detail and the ability to multitask a busy workload. Our client offers 31 days annual leave, a company pensions and free onsite parking.

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