Financial Services Administrator
4 weeks ago
An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Trainee Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available.
Financial Services experience is desirable but not 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
- 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
Full training and support provided with opportunities for growth and development within the company.
**Job Types**: Full-time, Permanent
**Salary**: £24,000.00-£28,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
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