An opportunity has arisen for an experienced administrator from a Financial Services background to join an established Financial Planning Business.
You will
Have responsibility for business submission to providers, ensuring that cases are complete and packaged appropriately with copies and documentation filed.
Deal with Client policy valuations.
Chase cases through to completion with providers.
Deal with general administrative work.
Deal with client correspondence.
Manage incoming calls and enquires.
Maintain and upkeep of process and records.
Deal with commission Statements and introducer monthly payment reports
Basic salary to £15,000 depending upon experience
Pension scheme
Death in Service
Full Training
Will financially support further study
You will have previous experience working within an administrative role within a Financial Services Environment.
Have the ability to be able to manage own work load unsupervised.
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