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Financial services administrator

Norwich
Financial services administrator
Posted: 16 May
Offer description

We are delighted to be recruiting for a prestigious Financial Services client in Norwich who are looking to appoint an Administrator to their team. This position entails working closely with a specified adviser providing one to one support on all aspects of business processing including: new business applications, withdrawal of funds, fund switches, administration of existing plans, providing client valuations and review letters. Previous Skills & Experience: * Previous experience in administration processes within an IFA practice. * Experience of Intelliflo and Transact – desirable. * Knowledge of products and procedures. * Administration of pensions including drawdown and FAD, investments including WRAPs. * Articulate, good communication and organizational skills. * Ability to work within established team structure. * Ability to prioritise workload and perform to a high standard in a deadline-based environment. * Attention to detail. Benefits: * Free car parking. * Group DIS. * Discount scheme and pension following successful completion of probationary period. Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year) Hours: Monday to Friday 9am- 5pm

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