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Financial Associate Administrator

View Job Location
Job Sector:
Professional Jobs
Job Type:
Permanent
Location:
Norwich, Norfolk, England
Salary:
£19k - 21k per year
Post Date:
06-10-2020 02:12 PM
Ref #:
LC155NP

Finance Administrator

Salary £20K plus

Norwich  

A fantastic opportunity has arisen to work for an established Independent Financial Advisors in Norwich.  This role is suitable for an experienced Financial Planning Administrator with a stable work history within pensions or investments.

 

Skills / Experience Required:

Experience within a financial planning practice

Knowledge of Pensions and Investments

Excellent communication skills and a keen eye for details

Excellent Microsoft Office knowledge is a must as is attention to detail,

 

The Role:

Providing administrative support to the team of financial advisors

Dealing with client and provider enquiries

Working with Pensions and Investments

Issuing and chasing letters of authority

Updating various systems

Preparing and submitting applications and supporting documents to product providers

Administer and generate business related correspondence to clients, product providers etc.

Manage workflow, pipeline and diary entries to an efficient standard, in line with expectations.

Any other duties as requested by senior management. 

 

The successful Administrator will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment, with an opportunity to continue studying for industry recognised qualification.  This vacancy is being offered on a full time permanent basis.

Please in the first instance send your cv to lcarpenter@contract-personnel.ltd.uk

 

 

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