Administrator Financial Services

  • Posted
  • Proposals 3
  • Remote
  • #23263
  • Expired
Sarah B.Neil R.Kenton S. have already sent a proposal.
  • 2

Description

Experience Level: Entry Level
Processing research and online enquires for Senior IFA.
Skills required:
*Fast efficient response
*Able to operate data management system (full training given)
*Ability to deal with basic financial calculations
*Ability to contact investment companies by telephone.
*Ability to research financial information and input online data
*Ability to construct spreadsheet and word documents (Excel/Word)

Ideal Qualities Required
*5yrs+ administration experience preferred
*Experience in financial services preferred
*Ideally have some UK financial industry qualification, or working towards this (CeMap/Cefa)

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