Administrator Financial Services
4 weeks ago
Financial Services Administrator
Our client is a vibrant and fast growing company working closely with some of the largest names in Financial Advice. Due to growth they now need a Financial Services Administrator to support their growing team of Financial Advisors. In the past 7 years, the company has grown from a new business into a market leader.
Administrator Role Purpose
- Provide effective administration support to the whole team by carrying out processes that assist with the smooth and efficient running of the business.
- Support the client journey from point of first contact with the business throughout the initial advice process to completion, and the client's ongoing advice service
Your main duties:
- Maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services.
- Taking receipt of, distributing, scanning and electronically filing incoming post.
- Processing outgoing post.
- Liaising with product providers and clients, handling all client queries.
- Building strong rapport with existing and prospective clients.
- Producing and chasing letters of authority.
- Creating and maintaining clients' records in the CRM system.
- Maintaining client confidentiality at all times.
- Running Management Information reports for Directors of the business.
- Completing AML checks.
**Requirements**:
- Proven experience as an office administrator, office assistant or relevant role.
- Experience working within the Financial Services industry.
- Experience of dealing with individuals over the phone and in person.
- Proficient in the use of Microsoft Office software.
- Ability to multi-task and prioritise.
Salary 22,000 - 30,000 DOE
25 days holiday
Pension
Annual bonus
4pm finish on a Friday
Company events
Development opportunities
Headway Recruitment is acting as an Employment Agency in relation to this vacancy. Headway Recruitment are an equal opportunities employer and we are committed to a policy of diversity, equality and inclusion.
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