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Financial Services Administrator

  • £17,000
  • Tunbridge Wells, Kent
  • Clark James Ltd
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Clark James Recruitment are working with a progressive and highly reputable firm of Independent Financial Advisers based just outside of Tunbridge Wells.

Following further growth within the business and strong levels of business they are looking to compliment the team with a Financial Services Administrator to join their expanding business.

Role

Processing of new business applications for clients in a timely and compliant manner

Dealing with providers

Regular communication with clients

Ongoing maintenance and servicing of our existing client base will be an important part of the role

Preparing client files for Adviser meetings

Producing letters to clients

Completion of ad hoc administration and requests on behalf of the Directors

Diary management- scheduling/rescheduling appointments

Occasional meeting and greeting of clients/visitors to the office

Candidate

Previous experience within an Administration/Supporting capacity preferred

Previous Financial Services experience an advantage

Articulate, professional and smartly dressed

Ability to work individually and also as part of a team

Candidates should possess a strong work ethic and have good communication skills, both spoken and written

Excellent numeracy and accuracy skills, with strong attention to detail are essential

The ability to cope well within a busy office environment with strong organisational skills

Must be able to demonstrate competency in using IT systems – Microsoft, Excel

Package

Basic salary c£17,000

Generous holiday entitlement

Excellent working environment

Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

  • Advertiser: Agency
  • Posted on: 19/05/2019 13:54
  • Reference: JPCJ655