£25K/yr to £28K/yr
Gedling, England
Permanent, Variable

Financial Services Administrator

Posted by Elevate Recruitment & Training Consultants Ltd.

  • Are you a highly motivated individual with excellent communication, IT and organisational skills?
  • Are you self-motivated, enthusiastic and hardworking with a ‘can-do' attitude?
  • Would you like to pursue a career in financial services with support provided for financial service exams/qualifications.

We are looking for an administrator to join an established Independent Financial Advice firm based in Nottingham city centre. This is a full-time role – 35 hours per week, office-based, with a salary £25,000 – 28,000 (dependant on experience) plus bonus, pension scheme and other benefits.

The Role:

  • Assisting the advisers with their day-to-day administration requirements
  • Helping with the delivery of the advice proposition
  • Gathering and recording client data
  • Dealing with client and provider enquiries in a swift and timely manner

The Person:

  • Highly IT proficient with strong Microsoft Office knowledge. Experience of using a CRM system.
  • Financial services experience would be highly advantageous.
  • A confident, friendly and professional manner - with excellent communication skills, written and verbal
  • Good organisational and logistical skills.
  • Be keen to develop your skills and acquire new knowledge.

By applying for this role, you give Elevate Recruitment & Training Consultants Ltd permission to forward any information contained within your submission, to our client (the potential employer) in order for them to review your application for the specific role applied for. Elevate Recruitment & Training Consultants Ltd. will not submit or use your personal information for any other purposes other than for searching for alternative employment.

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