Financial Services Administrator
- Employer
- Pier Recruitment
- Location
- East Sussex, Hove
- Salary
- £20000 - £25000 per annum + Depending on Experience
- Closing date
- 29 Sep 2019
View more
- Sector
- Finance, Financial Services
- Function
- Financial
- Contract Type
- Permanent
- Hours
- Full Time
Job Details
Financial Services Administrator
Location: Hove
Rate: £20K+ D.O.E
Do you have proven experience working within an IFA or Wealth Management and an FCA regulated environment? Are you a confident administrator and want to work for a financial services company that offers a friendly working environment and fantastic benefits?
Your responsibilities will include:
* Administrative support to the financial advisors and paraplanners
* Updating and inputting information on the company's back-office system
* Communicating with clients and other contacts via phone and email
* Supporting the management of adviser's portfolios
* Manage client reviews
* Create client reports
* Review products available to meeting client needs and make appropriate recommendation
* Ensure compliance following the FCA regulations
* Formatting and preparing letters
You must have the following:
* A proven background within a regulated environment, ideally financial services or insurance
* Strong administration experience
* The ability to build excellent client and colleague relationships
* Attention to detail
* Highly organised
* Knowledge of Intelligent office (desirable not essential)
* Professional and self-motivated
For more information on the role please contact Olivia Irving on 01273 830492 are apply now!
Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.
Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service.
Company
Founded in 2012, Pier Recruitment is a bespoke recruitment agency designed to bring service back in to the industry – something which has sadly been neglected in recent years!
We are interested in your career, what you really want to do and how you want to progress. We understand that people need change, they need to grow and develop, and sometimes they need to move in to a completely different industry sector. Whether it’s a permanent, temporary or contract position you are looking for – we will find it for you!
To find out more, click below:
- Website
- http://www.pierrecruitment.co.uk/
- Telephone
- 01273 874154
- Location
-
Intergen House
65-67 Western Road
Hove
East Sussex
BN3 2JQ
GB
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