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Financial Services Administrator

Pinstripe Personnel
Posted 4 hours ago, valid for 9 days
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A position is available for an experienced Financial Services Administrator at a reputable Wealth Management firm in Manchester.
  • The role involves processing new business applications, creating client valuations, and preparing documentation for Financial Advisers.
  • Candidates should possess good keyboard skills, attention to detail, and the ability to manage workloads and expectations.
  • The salary for this position ranges from £28,000 to £32,000, depending on experience.
  • Interested applicants should send their CV to Douglas McDougall.

Financial Services Administrator

Manchester

£28,000 - £32,000 + Benefits

A position has arisen at an award winning and well respected Wealth Management firm based in Manchester. They are looking to appoint an experienced Financial Services Administrator.

The role includes, processing new business applications, creating client valuations and illustrations, preparing pre-meeting documentation for the Financial Advisers, routine liaison with lenders, insurance companies, product providers and clients alike and providing administrative support to the Advisers.

Good keyboard skills, attention to detail and previous experience as a Financial Services Administrator is advantageous, as is the ability to meet deadlines, prioritise work loads and manage the expectations of staff and clients.

A salary of around £30,000 plus benefits is on offer to the successful candidate.

For more information please send your CV to Douglas McDougall

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.