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Financial Services Administrator

1 month ago

Wakefield, Wakefield, United Kingdom BBT Group Ltd Full time

We are seeking a skilled Financial Services Administrator to join our team at BBT Group Ltd.

As a key member of our Paraplanning Department, you will be responsible for processing life assurance and new business, as well as undertaking post-implementation activities.

Key responsibilities include:

  • Completing post-implementation activities for all new business
  • Processing protection business and ensuring its completion
  • Supporting advisers, clients, and their PAs with queries
  • Actioning letters of authority and obtaining plan information from product providers
  • Building positive working relationships with clients over the phone
  • Accurately updating and maintaining our CRM system

Requirements include:

  • 12-24 months experience in financial services administration
  • A well-spoken, confident, and polite telephone manner
  • Strong organisation and timekeeping skills

We offer a competitive package, including a company pension scheme, auto-enrolment pension scheme, and 21 days holiday plus all Bank Holidays.

BBT Group Ltd is committed to providing a supportive and inclusive work environment.