Financial Services Administrator

Financial Services Administrator

Taunton

Flexible Working

£35,000 + Benefits

A position has arisen at an award winning and well respected Independent Wealth Management firm based in the South West. They are looking to appoint an experienced Financial Services Administrator at their offices in Taunton.

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 IFA's and Paraplanners.

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. Previous knowledge of IO is preferred

A salary of around £35,000 plus benefits is on offer to the successful candidate.

For more information please send your CV to Douglas McDougall