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Financial Services Administrator

3 months ago

Leeds, Leeds, United Kingdom Talent-UK Ltd Full time
Talent UK are recruiting on behalf of our client based in Leeds. Our client are a well established market leading Wealth Management company.
Due to expansion our client is now looking to recruit a full time Administration Assistant to work full time Monday to Friday 9:00-17:00 Monday to Friday
Overall role

You will be tasked with providing a Superb level of support to clients and our clients team within a busy office.

You will be a key member of the team dealing with a wide range of administration tasks.

This is an interesting and challenging role, it is ideally suited to a confident, resilient and professional individual who enjoys using their initiative and has a positive and organised work attitude.

Full training will be given and there is scope within this role to progress and develop your knowledge.
Responsibilities

  • Writing Suitability Reports for new business,Writing Annual Review Letters for our existing clients following their review
  • Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any ad hoc meetings required). Updating adviser's outlook calendar and creating relevant meeting tasks in the CRM system.
  • Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner
  • Generating Protection quotes both on a individual and group basis
  • Complete post meeting letters for the basic Annual Review meetings.
  • Preparing client files for reviews, Sending letters or emailing clients to confirm appointments, sending meeting preparation documents etc.
  • Liaising with adviser and clients to ensure excellent service is delivered
  • Ensuring all client documentation is correctly recorded
  • Ensuring all systems are updated with progress and a clear audit trail is available, Sending Letter of Authority, chasing third party providers for updates and saving information to relevant client files.
In order to be considered for this opportunity, candidates need to have the following:

  • A minimum of 6 months previous experience within Financial Services is required not finance.
  • Previous experience in a customer facing role providing excellent customer service, Previous experience in an administration role
  • Minimum A-C in GCSE Maths and English is Essential
You will be able to demonstrate the following skillsets:

  • Ability to do diary management, Great organising and planning skills
  • Strong written and verbal communication skills, Ability to work on your own and use your initiative and to also work well as part of a team
  • Basic understanding of ISA's, pensions, and protection products.
  • Ability to manage own workload and provide timely responses, Good communication skills on the telephone, Accuracy and attention to detail
  • Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook, Good written skills to help with a basic form of letter writing
In return you will be rewarded with the following

  • Excellent base salary
  • Generous holiday entitlement
  • Pension
  • Opportunity to progress

To be considered for this role please forward your up to date CV detailing your experience within Financial Services and not Finance for consideration.

This vacancy is advertised on behalf of Talent-UK Ltd who are operating as an employment agency/business, we are an equal opportunities employer, Your application will be sent to us for review, at which stage we will be in touch to discuss your details further.

We will not submit your CV until you have been briefed on the position and we have your consent to do so