Financial Services Administrator - Nottingham
to c£22,000 + benefits
Our client is a highly regarded national IFA based in Nottingham, with prestigious premises and fantastic opportunities for career development.
They are looking to add to their existing team of administrators, and are looking for individuals with previous or current experience within Financial Services Administration.
Your role will include:
Processing new business, including pensions and investments proposals
Liaising with Clients, Consultants, Head Office and Life Companies
Preparing portfolio valuations
Updating and maintaining accurate computerised client records
Dealing with general client queries
Reconciling commissions
Maintaining an awareness of market changes and your own personal development
Our client is committed to recruiting the best in the industry, and so will support you to take further industry qualifications and can offer excellent career progression within the organisaiton.
If you have previously carried out a similar role within the financial services industry, then please APPLY NOW below or contact Angela Liscombe at North Oak Recruitment for a confidential discussion.
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