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    Senior Financial Services Administrator - Plymouth, United Kingdom - Cathedral Appointments Ltd

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    Full time
    Description

    Salary up to £34k DOE | Plymouth | Office Based

    Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Senior Administrator to join their team based in Plymouth.

    Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and have an exciting opportunity for a like minded individual to join their team.

    Your responsibilities:

    • Diary management of the firms Independent Financial Advisors
    • Preparing new business and client review packs for client meetings
    • Managing correspondence and maintaining client files
    • To use an appropriate system to record all new business submitted to providers
    • Mentoring of Administrators

    Skills, Qualifications and Experience

    • Experience of working in a similar role in Financial Services for a minimum of three years
    • Highly effective time management and organisational skills
    • Excellent communication and interpersonal Skills (verbal and written)
    • Ability to work under pressure
    • Good literacy and numeracy skills

    Your benefits:

    • Competitive salary £32k to £34k DOE
    • Company Pension Scheme
    • 21 days holiday plus bank holidays, rising by 1 day per year for each year of service up to a max of 25 days
    • Option to buy or sell 5 days holiday per year
    • Friendly and supportive working environment

    If you are interested in this role, apply today for more information

    Recruitment Consultant: Joanne Howell

    Ref: 10208


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