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Financial Services Administrator

Poole

  • Ref: FSA/LC
  • Location: Poole
  • Type: Permanent
  • Hours: Full-time
  • Salary: DOE

Our client based in Poole are looking for an excellent Financial Services Administrator with experience in an IFA company to join their dynamic and well established team. Our client is looking for the successful candidate to have knowledge and experience working with pensions, ISA’s and insurance policies.

Responsibilities:

• To look after assigned consultants

• General secretarial/ administration duties

• Copy typing letters

• Processing and tracking business through to completion

• Obtaining quotes

• Arranging appointments

• Meeting and greeting clients

• Filing client details

• Scanning

• Invoicing

Key Skills:

• Strong telephone manner

• Excellent typing skills

• Thrives working within a team environment

• Working to deadlines

• Strong numeracy

• IFA Background

The working hours are Monday – Thursday 8.30 am – 5.00 pm Friday 8.30 am – 2.00 pm.

25 days holiday plus Bank Holidays

If you would like more information or would like to apply for the Financial Services Administrator role, please submit your CV. All applicants will be treated in the strictest of confidence.

Thanking you in advance for your application.


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INTERESTED? PLEASE CALL…

Laura Coombes
01202 237129

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