Agility Resourcing are searching for an enthusiastic Administrator to work in a financial services environment. You will be able to work within a team and have previous experience working in a financial setting. The company itself is based in Preston and has a reputable name within their industry. This is a fantastic opportunity for someone looking to get into Financial Planning but not sure where to start or has no experience.
Your responsibilities:
* Assisting administrators/paraplanners during busy periods and working in a team environment
* Dealing with providers and clients
* File preparation and existing business administration
* Produce quotations and submit new business applications
* Scanning, filing, opening, and franking post
* Chase outstanding pipeline cases
Person specification:
* Previous experience within financial services
* Team player
* Able to work to deadlines
* Able to take ownership for own work
In return you will receive:
* A supportive work environment
* Opportunity for progression
* Pension
* Cycle to work scheme
Apply now or call Taylor on 01772 278078 for more information.
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