Financial Services Administrator

Financial Services Administrator. Bolton. £23k – £26k doe, 35 hours p/w. Excellent benefits! An excited opportunity has arisen for an experienced Administrator to join a successful and established firm within the financial services sector. Joining a team of Administrators who provide support to Financial Advisors, your duties will include; Liaising with clients regarding any queries Booking client review meetings Preparing files including obtaining quotes, chasing missing information, obtaining ID documents and helping with application forms Ensuring any documents created are fully industry compliant Maintaining accurate client information using Salesforce CRM Attending and contributing to regular team meetings To be successful, you will have Administration experience ( previous experience within Financial Services sector – such as insurance, mortgages is an advantage, but not essential ), be extremely organised with excellent attention to detail, along with good organisation skills and have a good working knowledge of Word, Outlook, PowerPoint and Excel. For more information regarding the above role, please contact Tracy or Stacey on 01204 361155 or apply directly for this role with your CV. <…