Administrator, Financial Services, Finance & Banking

Updated: May 22, 2024 04:23 PM GMT

Recruit UK

Bridgwater

Job Title: Administrator

Industry: Financial Service

Location: Bridgwater, Somerset

Salary: £23,000

Reference Number: 9059

Job Description:Recruit UK are working on an excellent opportunity for a Financial Services Administrator in Bridgwater to join an Independent Financial Services Firm.

The position is with an IFA company who provide a personalised service to their clients. They offer independent impartial advice to benefit their clients with a broad range of products and services. The role would be to provide administrative support to ensure the efficient running of the Office.

Your role will include but not be limited to the following:
• Ensuring that client files are maintained in line with internal policies and professional standards
• Liaising with and chasing lenders and providers
• Dealing with death claims / probate
• Valuations
• Client review reports
• Application processing
• General Administration Duties

What's in it for you:
• Salary £23,000 per annum
• Part... More Detail