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Trainee Financial Services Administrator

2021-11-16 16:07:172021-12-27 Cavendish Maine
Job Type Permanent Full Time
Location Swindon
Area South West, UK South West UK Swindon
Sector Financial Services
Salary £20,000 - £25,000
Currency GBP
Start Date
Advertiser Karen Cummins
Telephone 01275 813023
Job Ref KC/23546
Job Views 50
Description
Job Description
My client are a well-established financial services firm in Swindon that are looking to recruit a Financial Services Administrator into their team.
 
The Role Will Involve:
  • Logging and scanning documentation
  • Meeting and greeting clients
  • Processing letters of authority and obtaining full information on clients’ plans and ensuring workflow is kept up to date
  • Submit and process new business ensuring clients are kept up to date on a regular basis.
  • Process client requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches
  • Maintain accurate back-office records
  • Liaising with providers
  • This is an office-based role in Swindon.
  • Full training will be provided, so this role would suit someone with excellent administration skills who is looking to develop a career in financial services.
 
Salary/Benefits Information:
  • Up to £25k depending on experience.
 
Contact:
Karen Cummins
Reference: KC/23546
 
Candidate care:
 
By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.
 
If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
 
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies.  If you do not want us to do this, please call us to advise.
 
In the meantime, we would like to thank you for your interest in Cavendish Maine.
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