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Trainee Financial Services Administrator

  • Posted By: Fresh Careers.com
  • Address:
  • Contact: 0845 166 2191
  • Date Posted: 23rd Nov 2008
  • Salary: 13,000
  • Location: Harrogate
  • Reference Code: 05888
  • Views Since Posting: 35
  • Full Description:

    Our client is a successful and established firm of Independent Financial Advisers, providing financial planning for businesses and private individuals. Offering specialist, professional advice on retirement planning, investment, mortgages, and protection. Now seeking an additional member of staff the role will involve new business administration, including packaging applications, inputting online applications, monitoring and chasing progress of cases through to completion, updating investment portfolios, obtaining valuations and dealing with existing business queries. To be considered for the role ideally you will need some previous experience in a similar role and be IT literate. Training for the right applicant will be provided and any Financial Services qualifications would be an advantage.

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