Financial Administrator
3 weeks ago
Ashford | Hybrid | £25k - £35k
Permanent | Full-time | Admin-Ashford
Our client is seeking a **Financial Services Administrator** to join their team in Ashford.
**Key duties**
- Answering incoming calls and directing calls appropriately
- Managing the processing of all new business
- Database completion of all new business
- Production of portfolio reports and other client information as requested
- Managing client appointments in the Financial Adviser’s diary, including travel arrangements where necessary
- Receiving, scanning and allocating the incoming post
- Other responsibilities will supplement these duties as your knowledge of financial services develops and your ability to take on more work grows. There is an opportunity for formal development and internal progression within the company.
**Required Skills and Attributes**:
- Three years experience in admin support in a Financial Services company is essential
- Good Understanding of ISAs GIAs, and Pensions (both DB and DC)
- Self-starter who is used to working under their own initiative
- Methodical and works with attention to detail
- Strong communicator in verbal and written form
- Flexible and keen to assist others in the team
- Excellent organisational skills
- Proficient in Excel, Word, Outlook
- Experience using Client Assyst or a similar CRM system
If you are interested in this position, then please submit a copy of your CV to Natalie and we will be in touch.
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