Financial Service Administrator - (Spalding)

Job Type:
Permanent
Job Sector:
Admin, Secretarial
Region:
East Midlands
Location:
Spalding
Salary Description:
Competitive salary dependent on experience
Posted:
08/06/2018
Recruiter:
TheSmartList
Job Ref:
TSLZH0195

REFERENCE: TSLZH0195

LOCATION: Spalding

JOB TITLE: Financial Service Administrator

SALARY & BENEFITS: Competitive dependant on experience + pension + death in service + sickness and private medical after 6 months service

WORKING HOURS:

Full time – Monday – Friday 8:30am – 5pm

Par time – A minimum of 20 hours per week

THE COMPANY:   We are currently working with a leading firm of Chartered Financial Planners. They have been helping people manage their personal wealth for more than 20 years.  Due to expansion they are looking to recruit a 2 x Financial Services Administrators to join their office in Spalding.

THE ROLE:  As a Financial Services Administrator you will be mainly dealing with insurance companies, investment managers and colleagues to assist in the management and maintenance of out clients.

Key Responsibilities for the Financial Service Administrator role to include:-                    

- Maintain client records and make sure they are up to date
- Liaise with an advisor to complete any required administration tasks
- Speak with clients and product providers
- Communicate via emails, post and telephone
- Complete all filing on the firm’s client management system

THE CANDIDATE:  The successful candidate will be an effective communicator both verbally and in writing, as well as having strong numeracy skills and experience of computer-based client management systems, Word & Excel. Ideally you will have experience working within a Financial Services background.

Key experience essential for the role of the Financial Service Administrator:-                     

- Minimum of 3 years' experience working within Administration within a professional environment (e.g. solicitors, accountants, bank/building society, estate agents)
- A minimum of Grade C and above in Maths and English GCSE (or equivalent)
- Live within a commutable distance to Spalding

Does this sound like you? If yes then please hit the apply now button.

You will then be sent to an online questionnaire to support your CV and application, please fill in the details and we will be in touch to advise you of the next steps.

Contact Details:
TheSmartList
Tel: 01733 427 182
Contact: Zoe Harris
Email:

You may return to your current search results by clicking here.

Advertisers

This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings