Financial Services Administrator - Bromsgrove, United Kingdom - Bell Cornwall Recruitment

Bell Cornwall Recruitment
Bell Cornwall Recruitment
Verified Company
Bromsgrove, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Financial Services Administrator

Location:
Bromsgrove


Reference:
BCR/KM/Finance


Bell Cornwall Recruitment currently have an exciting opportunity for an experienced Financial Services Administrator to join a well-established Financial Firm in Bromsgrove This would suit an individual who is looking for the next step in their Wealth Managementcareer.


Responsibilities...

  • Book and confirm client appointments
  • Prepare client packs for meetings
  • Administering and servicing schemes and individual members
  • Processing all new business
  • Support with reviews, renewals, new joiners and leavers
  • Keep systems updated
  • Manage annual reviews
  • Work closely with IFAs to deliver teams goals and targets
  • Ideally experience within a similar role
  • Must have a good working knowledge of pensions
  • Excellent attention to detail
  • Confident using Microsoft Office including excel

Interested? Please click the 'APPLY' button now

BELL CORNWALL RECRUITMENT

  • We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life._
  • Love Work Be Happy_
**PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
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