Due to the ongoing expansion of its Adviser Team, my client requires additional support staff and is therefore looking to appoint a Financial Services Administrator.
The firm, one of the largest Insurance Brokers in the North of England, has a strong presence and an enviable reputation in the Yorkshire market. The Financial Services division has enjoyed continued success, the volume of clients dealt with resulting in an increased administrative burden.
The main responsibilities of the role will include the processing and submission of new business, as well as the preparation of annual reviews for Adviser’s client meetings. You will also be required to obtain quotes, complete product research and prepare financial reports as and when appropriate. You must maintain up to date product knowledge in order to ensure reports are technically accurate.
The ideal candidate will have experience in areas such as pensions, investments and protection. Experience of the Adviser Office and Exchange back office systems would be highly advantageous though is not essential. The role requires you to maintain valuable relationships with both clients and insurers, therefore you must be an effective communicator and be able to demonstrate a keen eye for detail, as well as excellent organisational skills. Candidates must either already hold the Certificate in Financial Planning, have started studying, or demonstrate commitment to undertake study.
In return, you will receive a competitive basic salary, a comprehensive range of benefits, and excellent facilities working within modern offices.
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Financial Services and General Insurance Recruitment