Current Vacancies

Financial Services Administrator

4 Finkin Street, Grantham NG31 6QZ

Flexible and hybrid work available
£23,000 – £25,000 a year – Full-time

Full job description

Due to expansion to as a result of acquisitions and growth the opportunity has arisen for an additional Financial Services Administrator to join our team.

The main purpose of the job will be to work closely with the Financial Advisors and assist other members of the Administration team. The main responsibilities will be:

  • Answering telephones
  • Scanning, filing and distributing post
  • Arranging advisor appointments
  • Data entry and quality management on XPlan – our CRM System
  • Obtaining valuations and file preparation for client meetings, including collation of fund information, obtaining illustrations, and updating client data.
  • Updating XPlan following client meetings.
  • Checking paperwork and processing new business applications.
  • Liaising with advisers, product providers, clients and professional connections, electronically, verbally and in written form.
  • Building and maintaining a detailed knowledge and understanding of our internal systems and processes

Experienced Required.

Successful candidate will have a positive, energetic, can-do attitude a willingness to learn with attention to detail and work well as part of a team.

Will consider hybrid working and flexible hours for the right candidate.

Salary dependant on experience.

Job Type: Full-time

Pay: £23,000.00-£25,000.00 per year

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Grantham: reliably commute or plan to relocate before starting work (required)

Education:

  • A-Level or equivalent (required)

Work authorisation:

  • United Kingdom (required)

Work Location: In person

 

Click here to apply

 

Get in touch

If you would like to find out more about what we can do for you, please do feel free to give us a call on our freephone number, 0800 028 4040, citing the name of the person who referred you.

 

New Employee Testimonial

“As the newest member of RetireInvest, I have had a warm and friendly welcoming. With a team that I can rely on, who are always happy to answer any questions or queries I may have, creating a collaborative and hard-working environment. Even if there’s lots to do, the team pull together and get things done! I have already been given the opportunity to grow and progress my career, on a personal and professional basis, I look forward to my future with RetireInvest..”

– Katie Disdale