The Just Recruitment Group is looking for a strong Financial Services Administrator to support their well established clients successful team. You will provide dedicated Financial Adviser support ensuring you adhere to agreed processes, procedures and timelines to the highest consistent standard.
You would be responsible for:
- Providing pre and post-meeting support
- Booking client meetings
- Ensure full assistance with the preparation of valuation reports and documentation in readiness for client meetings
- Processing business for Advisers through to completion, liaising with clients, providers and third parties
- Drafting Suitability Reports
- Updating all relevant systems and ensuring correct completion of necessary documents
- Create and maintain records and databases with client , financial and other data.
- Information gathering
Are you currently studying your Diploma, have previous experience within the financial services and are looking for a new environment? If so, apply today!