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Financial Services Administrator
Location: Exeter, UK
Salary: Competitive
Ref: AWF163
Date posted: 3rd April 2019
Closing date: 22nd April 2019
Our client is one of Exeter’s leading team of Financial Advisors and they are seeking an experienced financial services administrator to join them. The main purpose of this position will be to assist the advisors in completing research, preparing reporting, previewing portfolios and other administrative and technical tasks involved in financial planning.
This is a great opportunity for someone who previously worked in financial services industry who would potentially like to progress into a paraplanner position. If you are looking for career progression within a growing established firm, then this is a great opportunity! Our client is offering a great team environment, competitive salary and a great central location to work!
Responsibilities:
- To support my client’s team of Financial Advisors
- To work as part of a team providing clients with a professional financial planning service.
- To assist with undertaking research to identify suitable solutions to meeting clients needs.
- The use of word, Excel and outlook for client correspondence, reports, queries, research and preparation
- Proactively prepare information for analysis by the adviser.
- General office administration
Requirements:
- Ideally you will offer good knowledge of the FCA’s rules and requirements and have a broad knowledge of the financial services sector.
- Experience of working within the financial services sector where you have provided key administrative support
- Appropriate formal qualifications desirable but not mandatory
- Excellent inter-personal skills, both written and verbal.
- Excellent report writing skills.
- Accurate with good attention to detail.
Your Contacts
Ali Willox
Recruitment Consultant - Office Division
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