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2 Financial Services Manager Jobs in West Midlands

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Manager ? Indirect Tax ? Financial Services , Birmingham
Added 28 Jan 2015 by Pro Tax

Tue, 27 Jan 2015 23:00:00 GMT

Financial Services Administrator
Financial Services Administrator North Birmingham Looking for either part time or full time dependant upon experience and availability. Normal office hours are 9-5 Monday to Friday. Salary between 20-25 k dependant on experience and hours. Experience with Intelligent Office and the Income side of the system would be an advantage My client is an independent Financial Advisors practise. Specialising in Wealth and Tax Management, advising on alternative investments as well as main stream financial services products. A strong ?family office? environment with customer service being key to everything that they do. Currently recruiting for an articulate individual to join a professional Main Duties of the position ? Inputting information into Intelligent Office back office system and other back office systems ? Monitor all new business applications ? To ensure that all files remain compliant with AML requirements ? Active management of client review dates, plan expiry dates etc. ? General policy servicing requirements ? Processing commission statements ? Dealing with daily post and scanning ? General on-going administration Skills required: ? Highly organised, proactive and able to multi task ? Great communication skills both spoken and written ? Advanced PC Skills, knowledge of Apple software ? Excellent attention to detail ? Strong self Initiative Required Background ? Minimum of 3 years experience in a Financial Service Office Desirable Background ? Previous use of Intelligent Office back office system and Sage ? Part qualifications in Financial Services ? Experienced in a fast paced Financial Service office Please visit for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:32:20 GMT