Financial Services Advisor Permanent

• Position: Financial Services Administrator
• Salary: 26,000 – £30,000
• Location: Sevenoaks Outskirts
• Hours: Monday – Friday- 9-5pm- Flexible working 2/3 days per week

Our client, based on the outskirts of Sevenoaks are seeking a Financial Services Administrator to join their team on a permanent basis.

Duties will include:

• Supporting the Paraplanner & Advisor in compiling recommendation reports.
• Preparation of meeting packs for the Financial Adviser
• Liaising with Admin team to progress to successful completion of recommendations
• Review client investment portfolio, asset allocation, risk profile
• Deal with client queries
• Support admin team with technical queries

 Required experience:

• Previous Administrative experience within Financial Services being advantageous
• High level of analytical capability
• Strong communication and interpersonal skills
• Excellent written communication skills
• Self-starter who will hit the ground running and is used to working under their own initiative
• Manage own workload effectively

Own transport is required due to company location. Parking available onsite.

*First Recruitment Services are acting as an employment agency in relation to this vacancy