Financial Services Administrator

Updated: May 03, 2024 03:02 AM GMT

Capstone Financial

Altrincham

Financial Services Administrator

Capstone Financial is an award-winning financial advisory firm based in Altrincham, Greater Manchester. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for the future. Our services range from retirement planning and investment planning to personal and business protection, inheritance tax planning, employee financial wellbeing and NHS Pension Reviews.

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team.

You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a wide range of administrative support tasks including, but not limited to:
• Receiving new business cases , setting up clients in our back office system by inputting client details, completing the... More Detail