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- Financial Administrator Opportunity
- Excellent Benefits
- Progression through to Paraplanner & Adviser if desired
Financial Administrator - Cambridge - £28,000We're working with a growing Financial Advice business who are in need of a Financial Administrator. A Financial Administrator who has experience supporting Financial Advisers, who wants to join a business where they can further their career.You will:
- Process new business
- Process fund switches and transfers
- Prepare client review packs
- Complete portfolio illustration requests
- Arrange client meetings for Financial Advisers
- Liaise will clients, advisers and 3rd parties and handle queries and requests
If you have this experience your keen to apply, your benefits will include:
- Professional industry exams paid for and study supported.
- 25 days holiday (exc. Bank holidays)
- Holiday Purchase scheme
- In-House Training Academy
- Annual Salary Review
- Day-off on Birthday
- Life Assurance & Pension
- Progression through to Paraplanner & Adviser if desired
Apply now or contact Richard at Recruitment22 for more information.
