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Technical Administrator

2 months ago

Tamworth, Staffordshire, United Kingdom Brevere Group Full time

Join our team as a Financial Services Administrator

Due to continued success in providing fee-based advice to high net worth clients, Brevere Group requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.

Key Responsibilities:

  • To provide business support to Financial Advisers, working within the agreed business objectives
  • Administrative support to encompass the processing of new business and client valuations
  • To maintain and update client information.
  • Issue and chase letters of authority
  • Chase financial information from clients
  • Provide outstanding customer service to meet expectations of clients, and colleagues.
  • Timely and accurate processing of all client documents and returned queries to ensure that client's needs are met.

Requirements:

  • Good working knowledge of Microsoft Office & Outlook
  • Relevant experience within Financial Services
  • Experience with Transact platform would be an advantage

About the Role:

This is an excellent opportunity to work in a forward-thinking and innovative firm, working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Working Arrangements:

Hybrid working can be offered with this role, in the office 2 or 3 days per week, or remote options with some travel to the office.

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