Senior Financial Services Administrator

1 week ago


Colchester, United Kingdom Taylored Advice Group Full time

We are currently looking for an experienced Financial Services Administrator to join our support team to provide pre and post sales support to our Financial Advisers, ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the company.

**Experience**:

- Excellent communication skills both written and verbal.
- Client-centric approach
- Organised and highly motivated.
- Good levels of industry knowledge
- Good attention to detail
- Accurate data entry and record-keeping skills

Key Responsibilities:

- Telephone answering
- Sorting and distributing post.
- Submitting new business and tracking through to completion.
- Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
- To post client documentation to the client or product providers as appropriate.
- To issue signed letters of authority to providers and obtain standard policy information to then update client policy records on receipt of the information using Intelligent Office.
- To accurately maintain client personal details and policy information
- Deal with and respond to written, telephone and electronic general enquiries for Advisers, colleagues, clients and providers.
- Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required.
- Maintaining relationships and contacts with providers to ensure a professional service

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

**Salary**: £19,962.29-£34,057.80 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Colchester, CO6 1NT: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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