| Status : | Archived |
| Sector : | Finance |
| Location : | Bath |
| Salary : | £17.5-19.5k |
| Age : | 4 months |
| myJobs : | Login | Register |
| More : | Finance jobs |
To support between 1 and 3 advisors within the Company.
To deliver a proactive, efficient, support service to the adviser, while providing an excellent service to the client.
Level 3 Administrators will also train and coach less experienced Administrators and will support the team leader.
Adhere to the strict FSA regulations and internal policy and procedure.
Complete all relevant paperwork for the clients, on behalf of the Adviser, including, quotations, illustrations valuations and client reports.
To process all new business documentation in accordance with the agreed service and quality standards.
To update the database.
Minimum of 4 years experience in an Admin Role within the Financial services industry.
Minimum of 2 years experience within a sales support role within the Financial Services.
CFP 1,2,3 AND 4 ESSENTIAL. Full CFP desirable.( Or equivalent)
Knowledge of Microsoft Office.
5 GCSE's or equivalent.