Financial Services Admin

Your new company

The working pattern for this position is Monday to Friday on-site, however hybrid working is optional after training and within agreement of line manager. The standard working hours are 9am - 5pm, however there is flexibility on this EG, 8am - 4pm etc.

Your new role

As Financial Services Administrator you will be expected to support the wider business with day-to-day operations which entail:

• Liaise with clients to help with any questions and queries and booking in review meetings as appropriate
• Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information
• Obtain quotations from product providers and provide information
• Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale
• Ensure that files are complete and all required client identification documentation and necessary application forms
• Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser.
• Process new business applications
• Maintain a good working relationship with colleagues, clients and third parties.
• Previous experience in an administration role, ideally in financial services or related sector
• Knowledge of relevant regulation and legislation
• Experience of setting up and maintaining systems, processes and procedures, Such as Salesforce CRM System

What you'll need to succeed

To be successful in securing this position, you will need to have strong administrative skills, along with:

• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Good organisation skills and excellent attention to detail
• Manage time effectively with the ability to multi-task
• Keep calm when faced with conflicting demands and handles these effectively
• Always demonstrate a positive attitude
• Work well on own tasks as well as on shared goals as part of a team
• Open to change with a creative approach to problem solving

What you'll get in return

• Hybrid working (after probation / training once agreed with line manager)
• £23,800 - £26,000 depending on experience
• 24 days annual leave, plus your birthday, plus bank holidays
• Social events throughout the year
• Annual Bonus schemes
• NHS cash back
• 24 hours GP access and Counselling
• Pension 4%
• Free parking

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