Financial Services Administrator
- Recruiter
- CAPIO RECRUITMENT LIMITED
- Location
- Birmingham
- Salary
- 25000.00 - 29000.00 GBP Annual
- Posted
- 19 Oct 2021
- Closes
- 27 Oct 2021
- Job Title
- Administrator
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
Job Title -Financial Services Administrator
Location - Birmingham
Salary - GBP25,000 - GBP29,000
Job Description:
Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for a Financial Services Administrator to join a practice in Birmingham. The firm prides themselves on providing an industry leading service, with a client first approach. They have an excellent level of technical knowledge particularly around pensions, income protection and cashflow.
The role itself will be working within the financial planning team closely with professionals who are in the forefront of the industry, dealing with high net-worth clients. Day-to-day duties including gathering data, processing new business, client file preparation and provider liaison.
This role would really suit someone who is looking to be a key component, supporting the advice process in every element. With a close-knit ambitious team who have made considerable growth, it is a golden opportunity.
What our client will offer you:
- Competitive salary based on experience
- Annual Bonus
- Attractive benefits package: 21 days + Holiday, auto enrolment pension, DIS
- Flexible working options
- Ongoing training and development
Required experience:
- Strong work ethic with an attitude to succeed
- Multiple years' experience within an independent firm
- Key understanding with the full range of financial products
- Approachable, professional, and ambitious
- Proficient in systems such as Microsoft 365 and FE Analytics
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment
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