Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers.
Due to further business expansion, our client are looking to appoint an Administrator to join the business on a full or, part time basis.
Responsibilities
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Interaction with clients.
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Undertake product research.
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Liaise with product providers and third parties to acquire information.
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Obtain illustrations.
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Prepare client reviews.
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Prepare and maintain detailed compliant client files.
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Record any client communication (written, oral or electronic).
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Full time, office based role.
Candidate
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Previous Administration experience is essential, experience working within Financial Services is an advantage.
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Good working knowledge of Microsoft Office: Outlook, Word, Excel.
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The ability to source, analyse and summarise information.
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Be meticulous and analytical, with a high attention to detail.
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Excellent communication skills.
Package