Financial Services Administrator
4 days ago
Financial Services Administrator (CRM)
Leicester City Centre (Our Ref AL1292)
Salary to c£30,000 pa dep on exp + benefits
My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period.
Responsibilities may include, but are not limited to:
- Working closely with the consultants to support and ensure clients’ needs are met
- Preparation work for client meetings (including coordination of work required by other team members where applicable)
- Attending clients’ meetings, taking of meeting notes (on/off site)
- Coordinating action points from meetings and completing work required
- Responsible for communication with clients (phone calls/emails etc.)
- Researching and collation of information in relation to advice being given to clients
- Liaising with insurance companies on client queries
- Requesting illustrations required in respect of new and existing business
- Processing of new business and ensuring any administration work completed is compliant and completed within the procedures and policies
- Updating client records and ensuring that the systems, electronic folders and paper files are in good order
- Participation in projects which may require your assistance from time to time
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