Financial Services Administrator
Location: Coltishall, NorfolkSalary: up to £30,000 (depending on experience and qualifications)Hours: Monday to Friday, 9:00am - 5:00pm (37.5 hours per week)Flexible working available after completion of initial trainingThe OpportunityThis is a fantastic opportunity for an experienced Financial Services Administrator to join a well-established and growing financial planning firm. Due to continued success, the business is expanding its Client Services Team and is looking for someone with strong administrative experience within financial services to play a key support role.The RoleYou will be responsible for the day-to-day administration of the business, supporting advisers and ensuring service level agreements and key performance indicators are consistently met.Salary and Benefits:Basic Salary - £25,000 - £30,000 (Depending on Experience)Bonus schemeStudy support and funded examsGreat progression opportunitiesPension contributionsDeath in Service cover25 days holiday plus bank holidaysKey Responsibilities:General Administration and Office SupportManaging daily post, including scanning, filing, franking and preparing outgoing mailAnswering incoming calls and handling client queriesUpdating task management and back-office systemsManaging advisers'' appointmentsWelcoming visitors and providing refreshmentsAdviser SupportRequesting and collating plan and policy informationAssisting with client meeting preparationPreparing client letters and illustrationsLiaising with clients and ..... full job details .....
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