Financial Planning Administrator


Job description

Due to expansion my client is looking to expand their Financial admin support team.They are a well-respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.The successful candidate must have experience within the financial services sector in an administration role..

Responsibilities

  • All administration support for Financial Adviser and updating data on CRM systems ensuring numerical information is keyed in correctly and checked

Skills and Qualifications

Essential Skills

  • Following up on documents required for customer's files and filing and storing these correctly.

Desirable Skills

  • previous experience working in a financial administration role deling with customers and updating files with correct info

Further Information

Worktime: 8am - 5pm with excellent benefits on offer, life insurance, critical illness insurance, heath insurance ,pension contribution and cycle to work scheme. Cathy Moran Recruitment is a Recruiter who does not discriminate against gender, age, sex or religious denomination. It promotes equality of opportunity on grounds of gender, age, disability, sexual orientation, race, religious belief and political opinion. Email CV to: cm@cathymoranrecruitment.com

Vacancy ID
1568291
Job Sector
Banking, Financial Services and Insurance
Area
Derry or Londonderry
Location
Derry/Londonderry
Salary
£23,000 per annum.
No. vacancies
1
Contract Type
Permanent
Weekly hours
37.5
Published date
07/09/2022
Closing date
10/10/2022
Worktime
8am - 5pm, days to be confirmed.

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