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Junior Financial Services Administrator

2022-08-22 10:48:382022-10-02 Cavendish Maine
Job Type Permanent Full Time
Location Swindon
Area South West, UK South West UK Swindon
Sector Financial Services
Salary Up to £24k DOE
Currency GBP
Start Date
Advertiser Karen Cummins
Job Ref KC/23916
Job Views 233
Description
My client are a well-established Financial Planning practice based in Swindon and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce.
 
The Role:
  • To support the Financial Planners and Paraplanners with day-to-day administrative tasks.
  • Maintain accurate client records and ensure our back-office systems are updated
  • Liaising with clients as required by the Paraplanner and Financial Planner, assisting with enquiries in a timely manner and in adherence to our TCF requirements
  • Liaising with providers on various matters ensuring all information requested is received within the timescales set and checked for accuracy before passing to the Paraplanner
  • Compile enclosures for reports such as illustrations, key features and applications and send out client correspondence as needed
  • Processing new business and monitor through to completion
 
This is a full-time office-based role.
 
The Candidate:
The successful candidate will be a proficient Administrator, ideally with some previous experience within the Financial Services sector and a genuine passion to work within this industry.
 
The company are able to offer ongoing training and the opportunity to undertake relevant qualifications for the right candidate.
 
Salary:
Up to £24k depending on experience.  
 
Contact: Karen Cummins
Reference: KC/23916
 
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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