Financial Services Administrator

Macclesfield, Cheshire

Salary: Dependant on experience

We are delighted to be working with this South Manchester based Financial Planning firm.

They have an exciting job opportunity for a Financial Services Administrator to join a well established financial services firm based in Cheshire.

The Role:

• Liaising with product providers, clients and client representatives as and when required.
• Assisting advisers with client administration and attending client meetings.
• Preparation of client portfolio reviews.
• Preparing paperwork for valuations.
• Sending out reports and managing relevant paperwork.
• Processing new business.
• Work with the team on fund switches.
• Working alongside the Paraplanners, preparing files for completion and making sure fully compliant.

You:

• Previous experience in Financial Planning and willingness to develop experience.
• Must have good attention to detail when working with client files.
• Strong communication skills and ability to build rapport.
• A natural ability with numbers, and a basic understanding of investments & Pensions.

This is an outstanding Cheshire based Financial Services job opportunity which offers career learning and development.

I would really like to hear from you to discuss this job opportunity.

Please click to apply: