Financial Services Administrator
3 weeks ago
Are you seeking a rewarding administrative position in the financial sector? We have an exciting opportunity for a dedicated professional to join our team at Hays Specialist Recruitment Limited. This is a permanent role that requires prior experience in the financial services industry.
Position: Financial Services Administrator
Salary: £25,000 - £27,000
Location: Office-based
Employment Type: Full-time and Permanent
Role Overview:
As a Financial Services Administrator, you will play a crucial role in providing comprehensive administrative support to our advisors, clients, and stakeholders. Your responsibilities will include addressing inquiries and completing various tasks efficiently.
Key Responsibilities:
- Scheduling appointments for clients
- Preparing pre-meeting documentation and distributing welcome materials
- Recording all client communications and inquiries in our internal CRM system
- Ensuring compliance with industry regulations, including FCA and GDPR
- Entering client information into our internal databases
- Generating and dispatching business correspondence
- Assisting the paraplanning team with administrative tasks
- Managing email correspondence
- Providing support to other departments as required
Essential Qualifications and Skills:
- Proven experience in the financial services sector is essential
- Strong administrative and data entry capabilities
- Understanding of GDPR and FCA compliance
- Exceptional customer service skills, both over the phone and via email
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