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PA/Financial Services Administrator

  • Posted By: Fresh Careers.com
  • Address:
    • 49 & 52 Unity Business Centre
    • Roundhay Road
    • Leeds
    • LS7 1AB
  • Contact: 0845 166 2191
  • Date Posted: 8th Jan 2009
  • Salary: 19,500
  • Location: Other (Preston)
  • Reference Code: 05953
  • Views Since Posting: 9
  • Full Description:

    We are seeking an experienced IFA Administrator/PA to join this dynamic forward thinking firm of IFA's.
    Having recently won "Chartered Status", an additional member of the team is required to help take the business to it's next level.
    Supporting the IFA's you will be responsible for producing quotations, preparing reports, obtaining valuations, dealing with client queries, as well as general administration such as filing, chasing documentation and scanning.
    In order to be successful you will need to possess excellent IT skills, as well as possessing a strong Financial Services background.
    Qualifications are not essential, however, they would be a distinct advantage.

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