My Wolverhampton based client is currently looking to recruit for a Financial Services Administrator/Sales Support on a full time and permanent basis. The role is paying £24,000 plus 25 days holiday & pension.
- Processing new business
- Liaising with life offices
- Preparing quarterly review reports
- Dealing with Letters of Authority
- Preparing analysis reports
- Dealing with client queries
- Administration and scanning of documents
As the successful applicant you will have a background in Financial Services and experience of working within an IFA. If you have experience in using FE Analytics, Standard Life & Aviva platforms this would be advantageous. You will have an excellent telephone manner and the ability to liaise with people at all levels.