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Junior Financial Services Administrator

Pinstripe Personnel
Posted 5 hours ago, valid for 9 days
Location

Taunton, Somerset TA4 1BY, 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 for a Junior Financial Services Administrator has opened at a respected IFA and Accountancy business in Taunton.
  • The role involves processing new business applications, creating client valuations, and preparing documentation for meetings.
  • Candidates should have good keyboard skills, attention to detail, and previous administrative experience is advantageous.
  • This position is suitable for recent graduates and offers a salary of up to £30,000 plus benefits.
  • Interested applicants should send their CV to Douglas McDougall.

Junior Financial Services Administrator

Taunton

to £30,000

A position has arisen at an award winning and well respected IFA and Accountancy business based in Taunton. They are looking to appoint an Junior / Trainee Financial Services Administrator.

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

Good keyboard skills, attention to detail and previous experience in Administration is advantageous, this role would suit a recent graduate.

A salary of up to £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.