Administrative Support Specialist

4 days ago


Guildford, United Kingdom 2i Recruit Ltd Full time

We are looking for an Administrative Support Specialist to join our team at 2i Recruit Ltd. The ideal candidate will have experience in administration, particularly in the financial services industry, and be proficient in using XPlan software.

Job Description:

  • Manage the processing of new business for both individual and corporate clients.
  • Administer various financial products, including Investment Bonds, ISAs, Venture Capital Trusts, pensions, Private Medical Insurance, and Life Insurance-related business.

Responsibilities:

  • Liaise with clients and internal teams over the phone, providing excellent service while maintaining a professional and approachable manner.
  • Provide administrative support to financial advisors and advisory support teams.

Requirements:

  • Minimum of five years' experience in administration, preferably in the financial services industry.
  • Diploma-level qualification in Financial Services (or working towards).
  • Proficient in using XPlan software.

The estimated salary for this role is £32,000-£42,000 per annum, depending on experience.



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