Address
Form of workA rare opportunity has been created for an experienced Financial Services Administrator to join on of the UK’s most dynamic Chartered Wealth Management Houses at their office in New Milton.
The Offer
- A Competitive Salary
- 25 Days Holiday plus bank holidays
- Paid Study Leave
- Exam and Study Support through the Training Academy
- Flexible working hours
- Experienced mentoring
- Quality Workplace Pension
Role Overview
- Input data within the back-office system and research software
- Accurately maintain client records
- Communicate with providers through data harvesting
- Organise and manage the Financial Adviser’s calendar and meeting prep
- Application completion relating to Pensions, Investments and Protection within agreed timescales
- Support Paraplanners and Advisers through our new business and ongoing client processes
- Support clients with their queries and online portals
Requirements
- Qualifications in Maths and English
- Meticulous attention to detail and accuracy
- Ability to work efficiently and meet deadlines
- Analytical and Inquisitive
- Competent IT skills
- Good communication
- Organised and ability to work in a friendly and professional team
