Reepham
Post Date, 20/11/2024
Salary: 24000-30000 per annum
My client is a well-established Financial Planning Practice with offices in an attractive rural location, just north of the city of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.
My client is looking for an experienced Financial Services Administrator to join their established Client Services Team.
Salary - £24,000 to £30,000 depending on experience and qualifications
Working hours - Monday to Friday - initially 9am to 5pm with flexible working arrangements once initial training completed.
Total Hours per week -37.5 hours
Main Responsibilities
Summary of Role
To deal with day-to-day administration requirements of the business to deliver my clients Service Level Agreements and achieve great Key Performance Indicators.
Handle day to day post routines including: -
General Office Duties including: -
Adviser Support including: -
Ongoing Client Reporting and Review Documentation including: -
Trading and New Business Processing including: -
Professional Qualifications:
To be working towards the Diploma or willing to start the exams.
Qualification Requirement
Minimum Experience
Candidate will need a minimum of 2 years’ experience within a similar role.
Desired skills and personal qualities
Benefits Package:-
You will be contacted on your provided email address.
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