Job Description

We are looking for an experienced Financial Services Administrator to join a firm of Chartered Financial Planners and Independent Financial Advisers (IFAs), possessing extensive market knowledge.

As a Financial Services Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.

To be considered for this position you will be an experienced, administrator with exceptional technical knowledge. Working towards Diploma Level 4 or willingness to work towards would be advantageous.

Required Knowledge, Skills, and Abilities