Administrator - Financial Services
7 months ago
**Administrator - Financial Services**
Provide administrative support to the Practice/Practice Principals/Advisers to ensure efficient processing of business, effective management of day-to-day tasks to ensure clients receive a high level, friendly, efficient service when contacting the practice and a positive customer experience.
Support the Practice with the delivery of a professional and transparent service to all clients
Learn and operate multiple online third-party IT systems and platforms to assist Practice Principles and Advisers. Manage relationships with mortgage and insurance companies
Be confident, organised and efficient, working with changing priorities and sometimes tight deadlines, attention to detail important
Willing to learn new skills, develop within the team and help others. Exercise effective time management. Willingness to work as a team member and support others.
**Responsibilities**
Answer incoming calls, respond to client queries where appropriate, take and log messages for advisers. Follow up if asked.
Make calls to providers and lenders as required. Training provided.
Open post and distribute and update CRM with policy information and business CM121s
Manage daily workflow on CRM and liaise with Senior Administrator
Ensure all information from post and elsewhere is correctly labelled and documented in our CRM
Create and send out letters to clients as required for Mortgage and Wealth Clients
Keep relevant and up to date our posts on Facebook, Instagram from content pre-approved from a portal
Keep relevant and up to date our Business Propositions for both Wealth and Mortgage & Protection
**Hours**
9am - 5.30pm (Fri 5.00pm finish) hour for lunch - 37 hrs per week
**Location**
Ewell, Surrey
**Employed Salary** - dependent on experience and skills
£18,000 - £25,000 pa
**Salary**: £18,000.00-£25,000.00 per year
**Benefits**:
- Company events
Schedule:
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Epsom, KT17 1SA: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Office: 1 year (required)
Work Location: In person
Reference ID: Administrator - Financial Services
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