Financial Services Administrator

2 months ago


Colchester, United Kingdom Douglas Steers & Company Full time

Experienced Financial Services Administrator required to provide support to our team of IFA's. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available.

Financial Services experience is essential.
- A good work ethic
- Ability to work as part of a team or on their own, using initiative
- Highly organised & methodical with excellent attention to detail
- Accurate but quick typing skills
- Confident with figures
- Good communication skills
- Friendly and helpful telephone manner
- Ability to work to deadlines and under pressure if required

Duties will include but are not limited to:

- Assisting with the preparation of client files/onboarding admin for new clients
- Answering the telephone and dealing with queries
- Making outgoing calls to insurance companies to obtain client valuations and information when required (from time to time)
- Putting together client valuations and inputting these on to excel/spreadsheets

Knowledge of Intelliflo, Defaqto & SelectaPension or similar programs is desirable.

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Work Location: One location



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