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Are you looking for your next opportunity within Financial Services and keen to join a forward thinking international expanding Company? If so, the Alexander Beard Group are currently recruiting for a Financial Services Administrator based at our Head Office.
The Alexander Beard Group are an international financial services company specialising in UK Wealth, International Employee Benefits, International Education and Non-Government Organsiations and Expatriate Services. Our Head Office is based on the outskirts of Ellesmere Port and within 20 minutes from Chester.
The role of Branch Administrator sits within our UK Wealth Division and will be that first point of contact for clients dealing with their administrative duties, namely processing of new business applications; inputting new business and ensuring new and existing records are kept up to date. The role will also encompass producing clients valuations and following client reporting procedures along with other administration duties. This is a permanent full time post working 35 hours a week, 9am-5pm.
The ideal candidate will therefore have excellent communication and organisation skills with a good understanding and experience of using a Computer, specifically in using Microsoft Word and Excel. Experience in using Advisor Office would also be desirable as would evidence of completing regulatory exams (or equivalent) an understanding and knowledge of compliance within financial services. However experience of working within an IFA and/or wealth division is mandatory.
Benefits of working for The Alexander Beard Group include:
(* conditions apply)
If this is the next opportunity that you are looking for, please send your CV to firstname.lastname@example.org along with a covering letter demonstrating why your feel you are the right candidate for the role.