Finance Administrator
other jobs IPS Group Ltd
Added before 6 Days
- England,London,City of London
- Full Time, Permanent
- £28,000 - £35,000 per annum
Job Description:
Full job descriptionThe role
We are seeking a highly organised Financial Services Administrator to join a market-leading wealth management business. The role centres around providing accurate client administration support to a highly successful financial planning team while maintaining high service, compliance and record-keeping standards.
In this key role you will be responsible for maintaining client records, processing applications, letters of authority, fund switches and review actions, liaising with providers and clients, and supporting advisers with meeting preparation and ongoing client servicing.
About you
You will have 1–2 years’ financial administration experience, a good understanding of the advice process, knowledge of pension, retirement and investment products, strong accuracy and organisational skills, and confidence using Word and Excel.
The company
Career progression, increased earning potential, strong company benefits, training and a sociable, professional working environment.
We are seeking a highly organised Financial Services Administrator to join a market-leading wealth management business. The role centres around providing accurate client administration support to a highly successful financial planning team while maintaining high service, compliance and record-keeping standards.
In this key role you will be responsible for maintaining client records, processing applications, letters of authority, fund switches and review actions, liaising with providers and clients, and supporting advisers with meeting preparation and ongoing client servicing.
About you
You will have 1–2 years’ financial administration experience, a good understanding of the advice process, knowledge of pension, retirement and investment products, strong accuracy and organisational skills, and confidence using Word and Excel.
The company
Career progression, increased earning potential, strong company benefits, training and a sociable, professional working environment.
Job number 3943096
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Company Details:
IPS Group Ltd
Company size: 50–99 employees
Industry: Recruitment Consultancy
IPS Group began as Insurance Personnel Selection in 1969 providing a professional recruitment service to the London insurance market. Over the years w...