Financial Services Administrator

Job Location	The Embankment Business Park, Heaton Mersey
Education	Not Mentioned
Salary	18,000 - 20,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Financial Services Administrator Vacancy - Stockport- £18,000 to £20,000 The companyThey are an Independent Financial Advisers based in Stockport who focus on developing long term relationships with their clients. They do this largely by maintaining a low level of staff turnover, allowing clients to liaise with the same people consistently,and by providing the best possible financial advice.Development & ProgressionThis is very much an entry level role but the great part is that its within a business who have clear lines of progression and that will support your development with both in role training by supporting/paying for you to pass CIIDipPFS exams - Level 4 Diplomain Regulated Financial Planning.When successful you can work towards becoming:

A Senior/Experienced Client Services Administrator
A Paraplanner via their Paraplanner Assistant team
An Independent Financial Adviser via their Consultant Support Team

Responsibilities Handling queries from clients and providers Managing your own workload through a diary system Issuing, chasing, and processing letters of authority Produce client portfolio valuations from a variety of providers Reviewing regulatory documentation and ensuring all is accurate and up to date Assisting with general administration duties when requiredExperience youll need To be able to demonstrate a good work ethic and have a keen interest in working within financial services

APPLY NOW