Financial Services Administrator

Updated: May 05, 2024 12:44 PM GMT

Kelly Services

Kenilworth

Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you!What's in it for you?
• Salary: up to £32,000
• Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week)
• Life Assurance
• Group Income Protection
• Location:

Warwick

Duties/Responsibilities:
• Administrative Support to Financial Planners and Team Leader
• Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable para planners to produce comprehensive reports
• Processing New Business following adviser handover
• Ensuring all compliance documents on file/provided by adviser prior to submission
• Ensuring client advised of progress throughout this process
• Assisting with research and producing FE Analytics fund... More Detail