This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a highly professional firm of Independent Financial Advisors based in Tunbridge Wells.
Due to ongoing growth within the business and further expansion within the team our client require a Financial Services Administrator to compliment the team.
Role
• To work on special projects at the request of the Partners.
• To process new business in accordance with the firm’s administration procedures.
• To process day-to-day administration matters for new and existing clients in accordance with the firm’s procedures.
• To deal with and bring to a satisfactory conclusion administrative queries arising from new and existing client business.
Candidate
• Understanding of Regulatory framework.
• Knowledge of different types of policies and options – previous experience working for a firm of IFAs helpful.
• Understanding of information and documentation required to process new business, claims and amendments to existing policies and investments.
• Keyboard and computer skills, particularly Word, Outlook & Excel (Adviser Office/1st would be very helpful).
• Communication and interpersonal skills for dealing with colleagues, clients and companies.
• Letter writing skills and information presentation.
• To have passed relevant Financial Planning Exams
Package
• Basic to £25,000.
• Inclusion in Profit Related Pay scheme.
• Flexi Hours
Advertiser: Agency
Reference: JPCJ480
Posted on: 2021-04-27 10:58:30
Send me Alert for jobs in:
Tunbridge Wells, Kent
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Financial Transactions Assistant (Entry level)
Goldhawk Associates Ltd
£22000 to £24000 per annum
Recruitment Solutions South East Ltd
Negotiable according to experience
Hays Specialist Recruitment Ltd
£55000.0 - £60000.0 per annum + £60,000 per annum
This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a highly professional firm of Independent Financial Advisors based in Tunbridge Wells.
Due to ongoing growth within the business and further expansion within the team our client require a Financial Services Administrator to compliment the team.
Role
• To work on special projects at the request of the Partners.
• To process new business in accordance with the firm’s administration procedures.
• To process day-to-day administration matters for new and existing clients in accordance with the firm’s procedures.
• To deal with and bring to a satisfactory conclusion administrative queries arising from new and existing client business.
Candidate
• Understanding of Regulatory framework.
• Knowledge of different types of policies and options – previous experience working for a firm of IFAs helpful.
• Understanding of information and documentation required to process new business, claims and amendments to existing policies and investments.
• Keyboard and computer skills, particularly Word, Outlook & Excel (Adviser Office/1st would be very helpful).
• Communication and interpersonal skills for dealing with colleagues, clients and companies.
• Letter writing skills and information presentation.
• To have passed relevant Financial Planning Exams
Package
• Basic to £25,000.
• Inclusion in Profit Related Pay scheme.
• Flexi Hours
Advertiser: Agency
Reference: JPCJ480
Posted on: 2021-04-27 10:58:30
I want to receive the latest job alerts for:
jobs in Tunbridge Wells, Kent
Financial Transactions Assistant (Entry level)
Goldhawk Associates Ltd
£22000 to £24000 per annum
Recruitment Solutions South East Ltd
Negotiable according to experience
Hays Specialist Recruitment Ltd
£55000.0 - £60000.0 per annum + £60,000 per annum