Financial Services Administrator
Financial Services Administrator Location: North Norwich Salary: £25,000 £35,000 per annum, depending on experience and qualifications Hours: 37.5 hours per week, Monday to Friday Working Hours: Initially 9am 5pm, with flexible working available once training is completed Contract: Permanent Hybrid working after probation, 3 days in the office and 2 days from home Atkinson Moss are working with an established and growing financial planning business to recruit an experienced Financial Services Administrator to join their Client Services Team. This is a fantastic opportunity for someone with experience within financial services administration who is looking to join a successful business and develop their career within a supportive team. You''ll provide day to day administrative support across the business, helping to deliver a high level of service to clients and supporting Financial Advisers with the smooth running of their portfolios and client relationships. The role is varied and will involve working across general administration, client support, adviser support, reporting, new business and investment processing. Key Responsibilities Managing incoming and outgoing post, including scanning, filing and franking. Answering calls and dealing with client queries. Updating task management and back-office systems. Welcoming visitors and providing a professional client experience. Managing adviser appointments and diaries. Requesting and collating client and plan information. ..... full job details .....
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