Financial Services Administrative Specialist

3 weeks ago

Trowbridge, Wiltshire, United Kingdom Recruitment Rebellion Full time

Position Overview

We are seeking a dedicated Administrative Specialist to join our dynamic financial services team. This role is ideal for individuals with strong organizational and communication skills, looking to contribute to a growing firm. Candidates with a background in finance or economics are encouraged to apply, as well as recent graduates eager to start their careers in financial services.

Why You Should Consider This Role

  • Professional Growth: We prioritize your career development through continuous training and mentorship.
  • Engaging Work Environment: Join a vibrant team where your contributions are valued and encouraged.
  • Client-Focused Approach: Build impactful relationships that enhance clients' financial health.
  • Attractive Benefits: Enjoy a competitive salary, generous leave policies, pension contributions, and wellness initiatives.

Key Benefits

  • Performance-based bonuses.
  • 5% employer pension contribution.
  • 23 days of annual leave plus 8 public holidays, with additional days for long service.
  • Group income protection and life insurance.
  • 2 paid sick days.
  • Flexible working hours available.
  • Comprehensive wellness program, including access to online healthcare and mental health support.

Role Responsibilities

The successful candidate will undertake various administrative functions within our Client Services department, including:

  • Organizing and managing client policy documentation.
  • Communicating with policy providers and clients.
  • Processing new business submissions.
  • Facilitating annual client review processes.
  • Preparing new client information for reporting meetings.
  • Utilizing analytics tools and Microsoft Office to present investment performance data (training provided).
  • Performing general administrative tasks.

Essential Qualifications

  • Preferred: 3 years of administrative experience in the financial sector.
  • Meticulous attention to detail and accuracy.
  • Excellent written and verbal communication abilities.
  • Reliable, punctual, and dependable.
  • Able to thrive in a team-oriented and fast-paced environment.
  • Exceptional customer service skills and a professional phone demeanor.
  • Proficient in Microsoft Word and Excel.

Company Overview

Recruitment Rebellion is a personalized financial services firm dedicated to providing tailored financial planning advice. We encourage our team members to engage in meaningful projects that foster a sense of ownership and contribution.

Application Process

We are committed to a fair and inclusive application process. If you require adjustments during the application, please inform us. Only candidates selected for interviews will be contacted.

If you are passionate about delivering exceptional service to clients, we invite you to explore this opportunity.

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