Experienced Financial Services Administrator Pa (Fishponds)

If you are experienced in financial services administration pa support preferably with fpc 12 3 and good technical knowledge looking for a career change this role maybe suitable for you Your role will include the Support preparation and maintenance of all client management information and control documentation required to assist efficient and proactive service delivery Dealing with new business submissions and client correspondence you will provide the business support necessary in meeting business objectives and project manage work where applicable. You will Proactively assist with client base management .Proactively and efficiently handle liaise with client and third parties by phone email and post as necessary. Must be experienced in providing Client Valuations have a good working knowlwedge of Excell Spreadsheets Ideally you will have some experience in preparing suitability reports an advantage or a willingness to learn and take more qualifications You are someone who likes to take responsability use own initiative and work without supervision Ongoing training on systems will be provided telephone technical support and It support is provided You will be working one on one with a busy Finacial Advisor and the first point of contact for Clients and Introducers Please send your Cv in the first instance stating your current salary

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