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Permanent

Financial Services Administrator

City
money-bag 10000-500000 Annual
3079462835
Posted 2 days ago

Financial Services AdministratorLiverpool City CentreSalary - Competitive Salary w/ Excellent Benefits PackageHours - Monday to Friday, 9am - 5pmFull time, permanent contractOutstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector.As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications.The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Your primary responsibilities will include:Provide high quality administrative support to the Wealth Services teams.Update client records upon receipt of a comprehensive Investment Planning Questionnaire completed by the Adviser.Liaise with Advisers and other teams, where appropriate, to keep up to date of progress and any outstanding requirements.Study towards the Diploma in Regulated Financial Planning Experience / Qualifications:Strong written and verbal communication skillsCustomer focussed attitude.Time management and ability to work to deadlines.Organisational skills.Good attention to detail.Accurate and numerate.Drive and initiative to work on ..... full job details .....

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