Financial Services Administrator
4 weeks ago
Salary £25k to £28k DOE | Excellent Benefits Package
Our client, a forward-thinking Financial Advisory firm is seeking a Financial Services Administrator to join their team based in Torquay on a full-time, permanent basis.
Your role will be based around providing administrative support to Managing Directors/IFA’s, and you will be a primary contact point for the Financial Services business.
This role is fully office based with the working hours 09:00am to 17:00pm, Monday to Friday.
Your responsibilities include:
- Typing correspondence, forms, and documents on behalf of the Managing Director/IFA’s
- Checking work for typographical and grammatical errors
- Ensure all client matter details are recorded, updated, and completed in full on the firm’s databases
- Dealing with telephone calls and recording messages for team members
- Producing quotations, illustrations, research, and reviews at the request of the Managing Director/IFA’s
- Contacting clients or team members upon instruction
Skills/Qualifications/Experience:
- Strong administration background, financial or professional services experience would be useful but not essential
- Excellent written and verbal communication skills
- Impeccable client service manner
- You will have knowledge of the local market
- You will be enthusiastic, committed and motivated to team success and growth
The Benefits:
- 25 days holiday plus bank holidays
- Access to a Company Pension Scheme
- Access to Private Medical Insurance
- Christmas shutdown - no holiday needed
- Parking
- Group Critical Insurance and Group Income Protection
- Employee Assistance Programme
- DIS x 4
This is a great opportunity for an experienced financial services administrator or skilled administrator to join a growing financial services business.
Ref: 10334
Recruitment Consultant: Joanne Howell
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