Our client requires an experienced Financial Services Administrator who can complete application forms, obtaining information from third parties, data input, obtaining and complete Illustrations and quotes.  This individual will also be responsible for diary management, general support to the Financial Consultants, liasing with clients and product providers.

Skills Required
Accuracy, Knowledge of 1st Software, Good communication skills, Attention to detail, Financial Services experience (IFA, Banking or Investment) Part FPC or equivalent.

Company Overview
Our client is an independent wealth management company, they currently manage approximately £80 million on a discretionary basis.  Working as part of their small team you will be expected to be adaptable and willing to help the company achieve its objectives.

The company is entering an exciting phase in its development and is seeking a conscientious, hard working and reliable individual.

If you are interested in this opportunity contact us quoting the title and reference number - Email us or call 020 7232 2225