Financial Services Administrator

1 day left

BWD Search & Selection
£18,000 per annum
23 Jan 2018
20 Feb 2018
Contract Type
Full Time

BWD are delighted to be working in partnership with a York based Financial Planning firm seeking an experienced Financial Services Administrator to join their growing practice.
My client can offer you a dynamic and progressive working environment, strong management support, ongoing training and personal development, a competitive salary and excellent benefits package.


  • Providing support to the advisers of the firm.
  • Regularly liaise with product providers
  • Be point of contact for client queries and assist with application completion
  • Prepare client review statements and information, including performance stats
  • Obtain protection and life quotations
  • Research and prepare quotes and liaise with providers on terms.

About You

  • Clear focus on providing excellent client service
  • Proven ability to work well in a team environment
  • Proficient in the use of Microsoft Office software
  • Providing assistance to advisers with presentations for seminars/venue booking etc
  • Submitting business via online systems
  • Placing deals and arranging investment switches
  • Current technical knowledge of Pensions, Investment and Protection products, gained within an IFA environment
  • Excellent written & communication skills
  • Highly organised with the ability to manage own workload, working under pressure with a high level of accuracy

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