Financial Services Administrator

Bell Cornwall Recruitment
Stoke Heath
£15,000 per annum
13 Mar 2018
18 Mar 2018
Contract Type
Full Time

Financial Services Administrator

Location: Bromsgrove

Do you have experience within a Financial Services Support role or have PA experience?

Would you like to deliver exceptional administration support a team of professionals?

Are you a focused individual with a drive for quality and professionalism?

If so, Bell Cornwall Recruitment would love to hear from you as we are happy to present a fantastic opportunity for a full time permanent Financial Services Administrator.

Our client is looking for someone with exceptional office administration experience, who can provide timely and efficient administration support to a number of senior IFA's. The successful candidate will be highly organised and will be able to build professional relationships with internal and external clients.

Candidates must have experience in financial services- pensions, mortgages, investments and insurance.

About the role:

  • Provide efficient administrative support to IFA's
  • To be a point of contact for clients, life offices and members of the business
  • Diary management, ensuring that daily workflow is completed
  • Deal with fund switches and surrenders using SLA's and compliance guidelines
  • Prepare new business and review packs for IFA client meetings
  • The ideal candidate will also have experience working with the latest Microsoft Office particularly Excel and Word.

So if you have previous experience suitable for this full time Financial Services Administrator in the Bromsgrove area please call Grace on

Interested? Please click the 'APPLY' button now!

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

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