Financial Administrator

1 month ago

Aberdeen, United Kingdom Bryant Engineering Services Limited Full time

Our client is looking for a Financial Administrator on a permanent basis, located in Aberdeen.

**ROLE**

The purpose of the Financial Administrator is to provide support to the Practice, ensuring business is processed in an efficient and timely manner whilst providing clients with the highest levels of customer service.

**RESPONSIBILITIES**
- Arrange review meetings with existing clients.
- Arrange new appointments with potential clients.
- Undertake preparation for client meetings including the creation of meeting packs.
- Overall responsibility for the LoA process including sending letters and information requests, chasing outstanding information and follow up requests and ensuring that agreed timescales are met.
- Check listing of ceding scheme information
- Responsibility for client withdrawal requests
- Provision of Administration support for Submission of new business.
- Responsible for maintaining client files, including updating and amending personal information.
- Proactively follow up on written outstanding to support the timely receipt of client funds.
- Ensure all client information is correct and documented in the appropriate manner.
- Daily usage and updating systems to maintain client files.
- Regular review of Systems to ensure data quality standards are maintained.

**REQUIREMENTS**
- Strong administration experience
- Knowledge of financial products
- High levels of customer service
- High levels of attention to detail when using CRM, internal databases
- Systems super user creating and maintaining reports.
- Confident and professional telephone manner
- Strong willingness to be an active participant in team activities - team player.
- Strong willingness and ability to learn.

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

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Aberdeen

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