Financial Services Administrator

Financial Services Administrator

Lytham

to £27,000 - possibility of Hybrid working

A position has arisen at an award winning and well respected IFA and Accountancy business based in Lytham. They are looking to appoint an experienced Financial Services Administrator.

The role includes, processing new business applications, creating client valuations and illustrations, preparing pre-meeting documentation for the IFA's, routine liaison with lenders, insurance companies, product providers and clients alike and providing administrative support to the IFA's and Paraplanners.

Good keyboard skills, attention to detail and previous experience as a Financial Services Administrator is essential, as is the ability to meet deadlines, prioritise work loads and manage the expectations of staff and clients.

A salary of up to £27,000 plus benefits, with the possibility, after a qualifying period to work on a hybrid basis is on offer to the successful candidate.

For more information please send your CV to Douglas McDougall