Financial Services Administrator - Chesterfield, United Kingdom - Tempest Jones
Description
The Company and Offering
A new opportunity has arisen for a Financial Services Administrator to join a well-established firm of Financial Planners in their Chesterfield office.
Accountabilities
This role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners.
- You will be involved in looking after both new and existing business.
- Obtaining illustrations on new business.
- Collating portfolio valuation reports.
- Accessing provider platforms to obtain crucial information.
- Processing business accurately and in a timely fashion in line with compliance guidelines.
- Document preparation, scanning and data input as required.
- Diary management and other ad hoc tasks as required by the advisers.
- Answering the telephone to clients and third parties in a polite and professional manner, providing information and help when required.
- Working in a team environment towards common goals.
To apply
NB:
Salary offered will depend on level of qualification and also level of experience in an equivalent role.
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