Prosperis is looking for an experienced financial services administrator.
This role is located at our Harrogate offices and you will be welcomed into a professional and friendly environment. This opportunity would best suit someone with a keen interest in the Financial Services profession and looking to become part of the Prosperis family.
Briefly the role will include:
- Processing new business submissions
- Responsibility for dealing with enquiries relating to new business submissions
- Chasing outstanding documentation
- Working closely with paraplanners & advisers to deliver suitability reports
- Monitoring general mailbox email & dealing with the enquiries
- Answer calls to the office, speaking to clients & service providers alike
- Compliance scanning coordination
- Attractive salary & benefits including pension, life assurance
- Car parking
- Team bonding events