BWD are delighted to be working in partnership with a Sheffield based IFA practice who are looking to recruit an Administrator in order to provide support to the Financial Advisers.
On a daily basis you will be required to:
- Provide full support for both new business applications and ongoing reviews
- Conduct illustrations and valuations
- Prepare review packs and assistance with research of plans and fund performance and all general administration
- Build relationships with clients/providers/internal staff
In order to apply you will need to have the following:
- A minimum of 1 years experience as a Financial Services Administrator
- Have a good understanding of software platforms and strong MS Office experience
- A proven track record in taking ownership for resolving client enquiries promptly and professionally
In return you will have the opportunity of being part of a well established team, and have a management team who will fully support personal development.
A competitive salary in line with your experience and a range of benefits.
To find out more please contact Helen Spriggs on 0113 4260775 or email your cv to firstname.lastname@example.org