Financial Services Administrator

Banbury

Up to £26K per year + bonus

(salary dependent on experience)

We are delighted to be working with a Wealth Management company in Banbury who are looking for a Financial Services Administrator to join their growing team.

The company offer an excellent training programme to help you progress, develop and qualify in this field. You will receive a competitive salary and a company bonus.

The role is full-time, Monday to Friday, 9am – 5pm

Duties:

  • Dealing with all incoming post and prioritising as appropriate.
  • Preparation of client review packs.
  • Processing and submission of client applications.
  • Dealing with client requests for illustrations.
  • Other ad hoc administration duties as required.

Ideally you will have the following experience:

  • Experience administration within a pensions and investments role or working for an IFA.
  • Experience of writing suitability reports.
  • Proven experience of working in a highly compliant environment.
  • Ability to liaise at with clients and other business associates in a professional and courteous manner.
  • Excellent organisational skills and good attention to detail.
  • FS qualifications would be extremely beneficial.

 If you are interested in applying for this role in a professional environment where your qualifications and experience will be valued and rewarded, please apply today. We will need your CV in MSWord format.

Can’t wait to hear from you!

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