Financial Services Administrator Jobs Lincoln
Financial Services Administrator
Lincoln
£15,000 - £22,000 basic salary plus benefits
An excellent opportunity has arisen to join a successful IFA practice in the Lincoln area working as a Financial Services Administrator. The successful individual will be working for an IFA and Wealth Management arm of a successful accountancy practice.
The role available is to provide one on one support to an IFA, providing all aspects of administration support from new business processing, client documentation, liaison with 3rd parties such as clients and product providers.
There is also an advantage to those applicants who have the ability to construct basic suitability letters.
To apply for this role, applicants will have had some experience of financial services support in an IFA/Wealth Management environment and ideally have experience of the 1st software system. The higher salary banding will be considered for applicants who have acquired FPC qualifications (or equivalent) and have good experience in this type of role.
Starting salary will be between £16K and £22k depending on experience plus 20 days holiday, GPP with up to 4% employer contribution if matched.
For further information please call David Elders in the Leeds office of Search or forward your CV. Early application is encouraged.