Financial Services Administrator – Exeter or Yeovil
Salary
20k - 25k
Location
Yeovil
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
My Client is a leading Chartered Financial Planning and Chartered Accountancy Firm in the South West. They have enjoyed many year’s success and growth. They are actively seeking a Financial Planning Administrator to join their vibrant teams in their Exeter or Yeovil office and support their professional and dedicated Advisers.
Key duties include:
- Maintaining accuracy of client information and assisting in the on-going management of the client, using the 1st Adviser Office.
- Managing the client review process and processing new business applications.
- Communicate and liaise with external third parties to gather the necessary information to put together investments summaries.
- Deal with clients in an efficient and professional manner and ensure a high level of service is provided.
- Prepare for Client meetings and ensure that all documents are compliant and professional.