We are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK.
As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, whilst helping support local communities.
This opportunity would suit an enthusiastic and confident individual who has a strong track record in sales, account management and relationship building.
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
Key Responsibilities
Prepare application forms and paperwork for clients to complete.