Financial Services Administrator

Financial Services Administrator. Bolton. £23k - £26k doe, 35 hours p / w. Excellent benefits!An excited opportunity has arisen for an experienced Administrator to join a successful and established firm within the financial services sector. Joining a team of Administrators who provide support to Financial Advisors, your duties will include;Liaising with clients regarding any queriesBooking client review meetingsPreparing files including obtaining quotes, chasing missing information, obtaining ID documents and helping with application formsEnsuring any documents created are fully industry compliantMaintaining accurate client information using Salesforce CRMAttending and contributing to regular team meetingsTo be successful, you will have Administration experience ( previous experience within Financial Services sector - such as insurance, mortgages is an advantage, but not essential ), be extremely organised with excellent attention to detail, along with good organisation skills and have a good working knowledge of Word, Outlook, PowerPoint and Excel.For more information regarding the above role, please contact Tracy or Stacey on 01204 361155 or apply directly for this role with your CV.Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.Follow us on our website and Facebook for updates, recruitment information, new vacancies and more!

TPBN1_UKTJ