Financial Services Administrator

4 weeks ago

Colchester, United Kingdom Office Angels Full time

**Financial Services Administrator
£25k-£30k per annum, DOE
Colchester, Essex**

**Monday-Friday, 9am-5pm**

My client, a successful financial advisors' is currently seeking a Financial Services Administrator to join their support team to provide pre and post-sales support to the Financial Advisers, ensuring that client documentation/requests are accurately processedand completed within the required time scales; and in accordance with the compliance guidelines as defined by the company.

Providing a high level of support to clients in an efficient, compliant and professional manner, your duties will include:
**Key Responsibilities**:

- Answering the telephone
- Sorting and distributing post
- Submitting new business and tracking through to completion
- Compiling client meeting packs containing documentation such as, but not limited to,

valuations, client agreements, fact finds, risk questionnaires and profiles 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
- Accurately maintaining client personal details and policy information
- Dealing with and responding to written, telephone and electronic general enquiries for Advisers, colleagues, clients and providers
- Providing clients with timely and accurate information and obtaining any new business information and existing policy information from clients where required
- Maintaining relationships and contacts with providers to ensure a professional service

**Experience**:

- Previous financial services admin experience required
- 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

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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