Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers.

Due to further business expansion, our client are looking to appoint an Administrator to join the business on a full or, part time basis.

Responsibilities

• Interaction with clients.
• Undertake product research.
• Liaise with product providers and third parties to acquire information.
• Obtain illustrations.
• Prepare client reviews.
• Prepare and maintain detailed compliant client files.
• Record any client communication (written, oral or electronic).
• Full time, office based role.

Candidate

• Previous Administration experience is essential, experience working within Financial Services is an advantage.
• Good working knowledge of Microsoft Office: Outlook, Word, Excel.
• The ability to source, analyse and summarise information.
• Be meticulous and analytical, with a high attention to detail.
• Excellent communication skills.

Package

• Salary will be dependent on skills and experience.
• Full or part time hours.