Financial Sevices Administrator

We are a successful and well established Liverpool firm of Chartered Accountants seeking to recruit a Financial Services Administrator due to strong growth in our business. Our Financial Services Department, established in 2002, is a key part of our business strategy of developing strong personal relationships with clients by offering an integrated range of professional services.

Duties will include:

  • Supporting the Adviser and Paraplanner
  • Maintaining the client database
  • Processing investment sales/purchases and other documentation ensuring the database and client records are kept up to date and seeing transactions through to completion
  • Preparing information for meetings
  • Dealing with commission queries
  • Submissions of life, pension and investment products
  • Working to deadlines
  • Generating client letters and mailshots

The successful candidate will need to have a minimum of 2 years’ relevant experience and a working knowledge of First software.

You will also need to have excellent communication skills, enthusiasm, commitment and a high level of integrity.

Competitive package including training support