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Financial Services Administrator

Cavendish Maine Recruitment
Job LocationExeter
EducationNot Mentioned
Salary25,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A small, friendly financial planning firm situated in the heart of Exeter are looking for an experienced Administrator to join their team.As a business they look to enable personal developmentand reward effort within a professional but friendly working environment with ongoing opportunities to progress.

  • Provide administrative support to the firms advisers and the Practice Manager.
  • Ensure that client files and records are accurate and up to date. Identify and investigate any anomalies found in the information held on file.
  • Produce illustrations, process applications and administer existing business within agreed timescales whilst maintaining high levels of accuracy, making full use of online portals and product providers intranets.
  • Make appointments in advisers diaries and assist in preparation of files for client meetings.
  • Input information such as Confidential Financial Reviews, New Business, etc onto the Intelligent Office system, as required, in an accurate and timely manner.
  • Maintain an accurate diary system and act, as appropriate. Use reporting functions in IO to produce review lists and produce valuations for clients.
  • Provide an excellent standard of service to internal and external customers
Key Skills/Experience Required:Our ideal candidate would have relevant experience in the Financial Services Industry and, preferably, be familiar with Intelligent Office, Financial Express (Analytics) and other software packages.Salary/Benefits Information:£25 - £30K dependant on experience and qualifications.21 days holiday + Bank HolidaysIncome protection coverContact: Karen CumminsReference: KC/23888Candidate care:By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contactedfor other suitable vacancies. If you do not want us to do this, please call us to advise.In the meantime, we would like to thank you for your interest in Cavendish Maine.

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