A highly successful and expanding financial services group is seeking an Administrator to join its team based in Marlborough.
With offices throughout the country, our client has been established for over 20 years and provides both private and corporate clients with a full range of financial planning solutions. Encompassing a wealth of expertise through a team of Independent Financial Advisers, it is looking to add to its back-office support structure in order to streamline workload and responsibilities.
You will be involved with a wide range of business including, but not limited to, pensions, investments and life insurance. You will play a pivotal role in supporting the Financial Advisors where your varied responsibilities will include dealing with customer enquiries, preparing client review packs, processing new business, putting together illustrations, and maintaining up to date and compliant records.
You must be an effective communicator with the ability to produce accurate documentation within strict timescales. Ideally, you will have previous experience of working within a financial services company, together with excellent IT and organisational skills.
Whilst there is no pressure to do so, our client very much welcomes candidates who would like to progress to become a Paraplanner (or ultimately a Financial Adviser), and it has a tried and tested internal training and development programme in place in order to facilitate this. In fact, there are very few firms in the market that are as committed to internal development as this business.
This company will support you with professional qualifications, allowing you the opportunity to gain the prestigious DipFA qualification.
You will be rewarded with a competitive basic salary, along with a comprehensive benefits package. You’ll enjoy working in a very friendly and supportive environment, within a beautiful office.
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Financial Services and General Insurance Recruitment