Bluestones One is seeking a Senior Administrator, on behalf of a large Financial Services firm based in Cheshire.
The chosen Candidate will have experience of working within the Financial sector, supporting IFA’s, Financial Advisors or Paraplanners.
Working hours are Monday to Friday 8:30 AM – 5 PM, and the salary on offer is around £20,000 pa.
Duties shall include;
- Processing new business applications
- Liaising with product providers, clients and Advisors
- Produce Client reviews/valuations
- Issue of annual statements to Clients
- Follow cases through to issue and payment
- Provide clerical/administrative support, including Reception cover when required
- To send out policy documents and file copies
- Maintain Client cash accounts
- Follow Client Reporting Online Service procedures
The chosen Candidate will have experience of supporting Financial Advisors within a Wealth Management department.
This is a fantastic opportunity to become part of a company that rewards hard work with development and progression.