Job Description

Your efficient processing of business and day to day tasks helps to ensure clients receive a high level of service.

Your duties will include:

• Communicating with clients to respond to queries via telephone, email and post
• Monitor the Financial Advisors diaries for meetings and prepare relevant meeting packs
• Ensure all record keeping systems are maintained and updated
• Obtain quotations, illustrations and supporting documentation in preparation for client meetings
• Obtain valuations and information on clients existing policies and investments
• Work on ad-hoc projects for the Office Manager

Career development

This financial planning firm supports on the ongoing development of their staff and would financially support you to obtain your Level 4 Diploma in Financial Planning or Certificate in Paraplanning. Plus, they have a study support group to help each other. You should be committed to remaining as an Administrator for minimum 2 years.

Financial Services Administrator Benefits

• Salary of £22,000 - £26,000 depending on experience
• Plus company benefits include: 5% matched pension, 23 days holiday + BHs and financial support towards industry qualifications
• Working from their offices in St Ives (Cambridge) with free parking nearby
• Working hours of Monday to Thursday 9 – 5 and Friday 9 – 4

Required Knowledge, Skills, and Abilities

You must have 2 years’ experience as an Administrator within Financial Services You should have an understand of Financial Services including: the role of a Financial Advisor; pension, investment and protection products and advice processes