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Administrative Support Specialist
2 months ago
About the Role
We are seeking a highly skilled and experienced Senior Client Services Administrator to join our team at Juice Recruitment Ltd. As a Senior CSA, you will play a crucial role in providing administrative support to our Financial Advisors, ensuring that all application processes are accurate and complete, and meeting daily deadlines.
Key Responsibilities
- Provide key administrative support to Financial Advisors, including processing big volumes of various administration tasks.
- Ensure all application processes are accurate and complete, meeting daily deadlines.
- Liaise with relevant parties to chase outstanding documentation.
- Log any incidents/exposures to manage risks effectively.
- Develop new processes to improve the efficiency of our company's procedures.
- Act as the first point of contact for queries within the team.
- Work closely with Financial Advisors to ensure that all enquiries & queries are answered in a professional and timely manner.
Requirements
- Previous experience working in Financial Services.
- Knowledge of SIPP / ISA / Offshore Bonds etc.
- Professional and personable communication skills.
- Ability to oversee multiple tasks working to tight deadlines.
What We Offer
- Competitive salary.
- Hybrid working arrangements.
- 34 days annual leave (including bank holidays) + opportunity to buy/sell 5 additional days.
- Gym membership.
- Generous pension.
- Bonus for employees.
- Discounts on season tickets for train.
- Full training is provided and study support can be provided for formal qualifications. Additionally, all roles are promoted internally allowing opportunities for development and progression within the business.