Vacancy Detail

Financial Services Administrator

Salary: £18,000 to £24,000
Location: Northwich
Ref: 554 - IFAA - ROL
Job description
Financial Services Administrator

Location: Knutsford

Salary £18,000 to £24,000

My client is a Wealth Management practice based in the Knutsford area and they are looking for an experienced, Financial Services Administrator to join their growing business and support the Financial Advisers within the office and on the road.

The Financial Services Administrator will be responsible for but not limited to:

Job functions:

CRM system - update and manage, share best practice, highlight and correct errors
Management of literature requests
Create notes, reports and follow up actions for sales meetings
Support the Financial Advisers within the practice
Produce monthly activity and pipeline reports for senior team
Seminars/workshops - assist with planning, setup, invites and follow up
Assist with travel bookings for sales team
Producing client specific illustrations for advisers
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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