Financial Planning Administrator

Description

Agility Resourcing are searching for an enthusiastic Administrator to work in a financial services environment. You will be able to work within a team and have previous experience working in a financial setting. The company itself is based in Preston and has a reputable name within their industry. This is a fantastic opportunity for someone looking to get into Financial Planning but not sure where to start or has no experience.

Your responsibilities:

• Assisting administrators/paraplanners during busy periods and working in a team environment
• Dealing with providers and clients
• File preparation and existing business administration
• Produce quotations and submit new business applications
• Scanning, filing, opening, and franking post
• Chase outstanding pipeline cases
• Other ad hoc administration duties

Person specification:

• Administration experience
• Previous experience within financial services
• Team player
• Strong communication skills
• Able to work to deadlines
• Able to take ownership for own work

In return you will receive:

• A supportive work environment
• £20,000-£24,000 depending on experience
• 37.5 hour working week
• Opportunity for progression
• Pension
• Cycle to work scheme

Interested? Fantastic!

Apply now or call Taylor on 01772 278078 for more information.

Good luck with your job search