Vacancy Detail

Financial Services Administrator - Lincoln

Location: Lincoln
Ref: 67 - fsali - mh
Job description
My client provides a complete financial planning and investment service to professionals, business owners and high net worth individuals. They also offer model portfolio and discretionary products to financial advisers, consultants, family offices and charities.

They are looking for a Financial Services Administrator to work in their Sales Support team based. Essentially, the role is to provide client service and admin support to the Business Manager, Private Clients and the companies Financial Advisers.

You will need to have the following:
• Good customer/client facing experience
• Professional attitude
• Excellent attention to detail
• Team player
• Exceptional communication skills – verbal and written
• Strong record keeping and reporting capabilities
• Ability to multi-task
• Demonstration of initiative

In return for your efforts, you will be rewarded with a basic salary, discretionary bonus and excellent benefits package.

Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.