Financial Services Administrator - Grantham, United Kingdom - RetireInvest
RetireInvest
Grantham, United Kingdom
Verified Company
1 week ago
Description
Experienced Financial Services Administrator
Opportunity to progress with study support.
This role would suit someone with a financial planning background.
The Main purpose of the job will be to work closely with our Financial Advisors and assist other members of the Administration team.
- To arrange advisor appointments, obtain valuations and file preparation for client meetings including collation of fund information, obtaining illustrations, and updating client data.
- Carry out the administration of funds switches, withdrawals, probate requests.
- Liaising with advisers, product providers, clients, and professional connections, electronically, verbally and in written form.
- Building and maintaining a detailed knowledge and understanding of our internal systems and processes
- Ability to write reports.
Administration experience in a Financial Services background, a good level of education, attention to detail and work well as part of a team.
Either Part Time
Job Types:
Full-time, Part-time
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Grantham: reliably commute or plan to relocate before starting work (required)
Education:
- GCSE or equivalent (required)
Work authorisation:
- United Kingdom (required)
Work Location:
In person
