Financial Services Administrator

www.topfinancialjobs.co.uk - Jobboard; Spalding; On-site; GBP 23,000; Full time

Job summary

An established industry player is looking for a dedicated Financial Services Administrator to enhance their team in Spalding. This role is pivotal in ensuring seamless communication between financial advisors, clients, and product providers. You will manage diaries, book appointments, and play a crucial role in the administrative functions of the financial services sector. If you have a knack for organization and a passion for finance, this opportunity could be your next career step in a supportive and dynamic environment.

Qualifications

• Experience in financial administration and managing client relationships.
• Strong organizational skills for managing appointments.

Responsibilities

• Manage financial advisor diaries and confirm appointments.
• Liaise between financial advisors, clients, and product providers.

Skills

Financial Administration

Client Liaison

Appointment Management

Job description

Financial Services Administrator

Location: Spalding, Lincolnshire

Salary: £22,222 pa

We are seeking another financial administrator to join our team in our offices in Spalding. The role involves the liaison between financial advisors, clients and financial product providers.

Financial Services Administrator - The job role requires you to:

1. Manage financial advisor diaries, booking and confirming appointments.