This is an exciting position for an enthusiastic individual to enter the financial services sector. The role will be to support the team of financial advisers with back office financial administration. The candidate will also work towards completing qualifications through the CII.
Financial services administration assistant providing full financial services administration support to our team of financial advisers. The role is integral to the organisation as it helps to facilitate the smooth running of managing clients financial situations.
The vacancy applies to the back-office team, with the financial advisers forming the front office team.
The duties involved in this role will be as follows:
- Compiling client reports
- Processing applications
- Preparing client valuations
- Liaising with third party providers
- Information collation and sense checking
- Supporting the financial advisers in being able to deliver sound financial advice
- Data input
- General administration
- Career driven
- Great work ethic
Skills Required :
- Good communication skills
- IT literate
- Good telephone manner