An experienced Finance Administrator is required to provide support for a team of financial planners providing all round advise to clients.

Some of your duties will include:

• Providing extensive customer service and sales support for team of Financial Planners
• Working on pension, investment, life insurance, mortgage and business protection cases
• Processing complex client requirements for both new and existing accounts from start to finish
• Researching products to suit client requirements using a variety of sources and preparing quotations
• Processing client requirements from instigation stage through to successful completion
• Ensuring that a first class level of service was provided to clients at all times

Regrettably, we are not able to respond to job applicants who are not shortlisted. For new job alerts follow us on Twitter - @BBR_Recruitment, Instagram - BurtonBoltonRose, Facebook - Burton Bolton & Rose and LinkedIn - Burton Bolton & Rose