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Financial Services Adminstrator

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  • Ref: JM0076

Working in Exeter City centre I have a great opportunity for an experienced Financial Services Administrator working for an established client. Working alongside one or more Financial Planner this is a full-time, permanent opportunity.

Financial Services Adminstrator responsibilities include...

  • Processing new business
  • Preparing portfolio valuations and prepping for client meetings
  • To manage the advisor’s diary
  • To deal with client queries
  • To collate policy information for prospective new clients
  • To obtain life assurance and annuity quotations
  • To request pension projections
  • To obtain illustrations and preparing application forms for financial reports
  • To prepare switch and sale forms
  • To deal with probate administration for death claims

Financial Services Adminstrator requirements include...

  • Financial services experience is essential
  • A relevant financial services qualification would be preferred but is not essential
  • Excellent written English and spelling; as written communication is a daily responsibility
  • The ability to manage and prioritise a heavy workload
  • A team player
  • A self-starter, with the ability to organise themselves without close supervision

·         Personable, with a good telephone manner

This is an exciting role for an experience FS Administrator. If you have the skills and attributes required, we would love to hear from you.

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