Financial Services Administrator

Financial Services Administrator job opportunity which is based in Fulwood, Preston working for a Financial Services firm who invest in financial services qualifications for their team. 

The salary is between £20,000 - £25,000 plus the bonus of only working half day on Friday’s. Other great benefits are offered such as an attractive pension, regular lunches provided and investment in your financial services career development. 

This financial services role will involve:

• Supporting Paraplanners with the preparation of client portfolios.
• Work on some cash flow modelling with the Paraplanners.
• Assist with commission statements.
• Prepare meetings for the Paraplanners & Financial Advisors.
• Handle financial services administration support on the Intelligent Office back office software.

We are keen to speak to anybody who has got experience within financial services administration, investment administration or pensions administration.

What’s exciting about this Financial Services Administrator role is the diverse duties, opportunity to work for an established team and work half day every Friday.

To apply for this job please click here:

Philip Gordon – Specialist Financial Services Recruiter