Financial Services Administrator - part time

Thomas George Selection
£18000 - £22000/annum pro rata, pen, hols, bens
16 May 2018
15 Jun 2018
Contract Type
Full Time
A growing firm of Independent Financial Adviser with offices based in Tamworth have an opportunity for an IFA Support Coordinator to join their existing administration team.

The role

Providing support & administration to a team of Independent Financial Advisers and their clients
Communicating with clients
Preparing client correspondence
Maintain back office systems and client records

The person

It is essential to have worked within Financial Services in a support or administrative capacity
Knowledge of either pensions & investments or mortgages & protection would be a distinct advantage
It is essential to be well organised with an ability to prioritise workloads
It is also essential to have a good attention to detail