Financial Planning Administrator
Cathy Moran Recruitment
Phone Number: 07751856436Email: cm@cathymoranrecruitment.com
Web: https://cathymoranrecruitment.com/
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.