Financial Admin Job in Saltash

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Job Details

Job Title: Financial Admin
Salary: 8.50 per hour +
Location: Saltash
Position: Permanent
Hours: 20 hrs
Posted: 25/02/2021

Job Description

We are recruiting for a Part time financial administrator to join this forward thinking firm.

Answering the telephone
Opening, logging and scanning the post
Greeting clients
Undertaking client valuations and associated fund performance research
Liaising with providers by telephone/correspondence in relation to new and existing business
Processing new business (online and by post) and monitoring applications
Processing amendments to existing plans e.g. fund switches
New business illustrations and research
Processing letters of authority and obtaining full information on clients' plans
Scanning client files
General correspondence
Any other duties as requested by directors
Previous administration experience working for a Financial Services firm is preferred. The successful IFA Administrator must be able to demonstrate some knowledge of the financial services industry


Job Ref: FA1
Closing Date: 31/03/2021

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