Financial Services Administrator

4 months ago

Marlborough, United Kingdom The Progress Shed Full time

The Role

**The Business**

Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution. Our client have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this. They have grown consistently over the last few years and are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high levels of customer service.

**The key duties**

Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries,

Screening phone calls, enquiries and requests, and handling them where appropriate,

Preparation of client review packs,

Processing New Business,

Illustration requests,

Back office support,

Ensure that all financial planning client administration is carried out in accordance with the Firms procedures,

Maintain client records on the company software and ensure the client and firms files are well presented, accurate and compliant,

Keep up to date with financial products and legislation,

Comply with all company and industry guidelines, rules and regulations

**Requirements**:
Previous experience working in a Financial Advice firm is advantageous

The role requires a reliable individual who has the ability to manage and prioritise workloads,

Role holders will be motivated, friendly and professional at all times,

Outstanding communication skills at all levels,

Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy,

Analytical and problem solving skills,

Experience of working as part of a team and able to work remotely with colleagues often in virtual environments such as Microsoft Teams and Zoom

Flexibility/ adaptability to cope with change,

Confident with IT and office software packages (Word, Excel, PowerPoint etc).

**Benefits**:
25 days holiday (rising with length of service) plus Bank Holidays

Eyecare

Pension and Life Assurance

Holiday Purchase Scheme

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