Financial services Admin role - Full time Perm £23,000 + Benefits
This role would suit a Economics or Law Graduate who is looking to pursue a career within Financial Services.
Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office
Developing and building relationships with clients
Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily
Letter of Authority
Review fact find and advice given
Maintenance of client records using Avelo (inputting new business, updating client investments)
Preparation of valuations
Competent use of investment platform for placing trades and managing client cash accounts
Computer literate, preferably with experience of Avelo, Excel spreadsheets, platform experience
Good organisational skills with the ability to prioritise
A polite and professional telephone manner
A understanding of tax, pensions and investments
We are looking for candidates that have either 1 -2 years financial or banking background or a Graduate who has studied Economics or Law.
Please apply via Dynamite Recruitment website or call 02392 455422
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.