Administrative Support Specialist

1 week ago


Newcastle under Lyme, Staffordshire, United Kingdom Ad Warrior Full time

About Ad Warrior

Ad Warrior is a dynamic and forward-thinking company that specializes in financial planning and administration. We are committed to delivering exceptional customer service and providing a supportive and inclusive work environment for our team members.

Job Summary

We are seeking an experienced Financial Services Administrator to join our team. As a key member of our administration team, you will be responsible for providing high-quality support to our financial planners and office managers, ensuring that our clients receive a seamless and efficient service.

Key Responsibilities

  • Obtain and collate provider information and illustrations
  • Process and submit new business and monitor progress
  • Deal with investment, pension, and protection business
  • Liaise with clients and deliver a full customer service
  • Prepare valuation reports, performance documentation, and review checklists
  • Process and monitor switches with providers or electronically
  • Complete withdrawal instructions for clients
  • Update back-office systems

Requirements

  • Minimum 2 years experience in a similar role and company
  • Good understanding of the financial planning support function
  • Excellent customer communication skills
  • Experience working together as part of a team
  • Minimum 2 years experience in using IFA systems and processes
  • Excellent quality service delivery skills
  • Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity

What We Offer

  • 31 days holiday including bank holidays
  • Income protection
  • Life assurance
  • EAP (Employee Assistance Program)
  • Wellness support
  • Financial wellbeing


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