• Recruit Zone
  • Manchester
  • Jan 11, 2017
Permanent Accounting/Financial/Insurance

Job Description

This is a great opportunity for you to join a company supporting the central services function of a Financial Services organisation

You will need to have a previous administration background supporting Financial Advisers

The role will involve support to both clients, advisers and providers in both service, pre-sale and post sale activities.
Dealing with adhoc queries from Advisers/Clients/Providers (Pre & Post Sale) 
Tasks to be recorded and maintained via back office systems 
Maintenance of client files 
Postal activity (incoming/outgoing) 
Processing Letters of Authority 
Liaise with 3rd Party Providers & Paraplanners 
Preparing Client Meeting Packs 
Gather quotes / illustrations / Fact Sheets / Order Projections 
Booking Client Review Appointments & Managing IFA`s diary 
Print & Bind Client Suitability Reports 
Process Client Withdrawals 

You should have a good eye for detail, a good standard of education and have good use of Microsoft Packages with the ability to learn new systems quickly

A previous background within financial services is essential.

Good basic salary of 18-19k with excellent career development potential. On good transport links

If you have the skills and experience required for this role then please send this asap


£18000 - £19000/annum

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