Administrative Support Specialist

2 days ago


Godalming, Surrey, United Kingdom Optima Recruitment Full time
Job Overview

In our esteemed organization, Optima Recruitment Limited, we are seeking a highly skilled Administrative Support Specialist to join our dynamic team. This pivotal role will involve providing expert administrative support to the sales team, ensuring seamless execution of tasks and projects.

The successful candidate will be responsible for managing client reviews, preparing comprehensive spreadsheets and reports, drafting high-quality letters and reports as needed, securing new business illustrations, processing new business applications with meticulous attention to detail, maintaining and updating the client database, and assisting with ongoing research initiatives.

Key Responsibilities
  • Provide flexible administrative support to the sales team, assisting with a variety of tasks.
  • Managing the client review process, preparing spreadsheets and reports as needed.
  • Drafting letters and reports when required.
  • Securing new business illustrations.
  • Processing new business applications, ensuring all documentation is accurate.
  • Maintaining and updating the client database.
  • Assisting with ongoing research.
Requirements
  • At least CF Level 1 and 2 qualifications, with a minimum of two years' direct client experience in the financial services sector.
  • Computer literate and proficient in MS Office.
  • Comprehensive knowledge of investment products, life assurance, pension plans, and mortgages.
  • Exceptional telephone etiquette and customer service skills.
  • Able to work efficiently and methodically, particularly under pressure to meet deadlines.
Salary and Benefits

We offer an attractive salary range of £30,000 - £38,000 per annum (dependent on experience), along with a comprehensive benefits package that includes flexitime, 25 days holiday + bank holidays, free parking, pension, private healthcare, death benefit, and study support.

About Us

Optima Recruitment Limited is a leading recruitment agency, committed to excellence in matching talented individuals with exciting job opportunities. We strive to create a positive and inclusive work environment, where our team members can thrive and grow.



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