Financial Services Administrator - Nottingham, United Kingdom - Templegate

Templegate

Verified Company

Nottingham, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Financial Services Administrator

Location:
Nottingham

Benefits:

Discretionary annual bonus following a year's service
25 days holiday plus Bank Holidays
Enrolment into the Workplace pension scheme
Death in Service 2x salary
Discretionary Long-Term Sickness Policy
Examinations and study material paid for by the company

Salary:
£20,000 ~ £30,000 Depending on Experience

About the Company:

This prestigious and excellent reputable firm has a lot to offer the right person.

Support is given and they help you grow and progress with your career, they offer a professional approach to Wealth Planning Advice and are looking for Talented individuals to join their team.

What Your Day to Day Duties Will Include:

Administrative support to encompass the processing of new business and client valuations.
To compile basic suitability reports from structured templates.
Preparing agendas and paperwork for client review meetings.
To act as a liaison, point for clients and providers.
To maintain and update client information within Xplan and AWS Morningstar.
To assist the Practice Manager with operational projects where requested. Pursue personal development of skills and knowledge necessary for the effective performance of the role.

What is Needed to Be Considered For This IFA Administrator Role:

Good working knowledge of Microsoft Office & Outlook
Knowledge of XPLAN Software and AWS Morningstar would be an advantage Have at least 2 years' relevant experience within Financial Services
Professional qualifications are an advantage.

Salary:
£20,000.00-£30,000.00 per year

Benefits: