Financial Services Administrator
3 days ago
NJR Recruitment seeks a highly skilled and detail-oriented Financial Services Administrator to join our client's team. As an integral part of the company, you will be responsible for processing Pension & Investment applications, providing support to advisers and Paraplanners, and managing task lists and prioritizing workload within deadlines.
The ideal candidate will have experience working in financial services, a working knowledge of investment platforms, and excellent attention to detail.
Responsibilities- Utilise client data for illustrations
- Process new business
- Prepare letters of authority for client policy information
- Answer calls and deal with clients and third-party queries
- Produce quotations
- Manage task lists and prioritise workload within deadlines
- Regularly communicate and update clients
- Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
- Update the CRM system
The successful candidate will work closely with the team to ensure that all tasks are completed efficiently and effectively.
Requirements- Experience working in financial services
- Use of Microsoft Office
- Ability to work well under pressure
- Ability to prioritise and organise
- Working knowledge of investment platforms
- Excellent attention to detail
In return for your skills and expertise, you will receive a competitive salary of approximately £25,000 per annum, plus benefits including 20 days holiday, auto-enrolment pension, private medical insurance, death in service, and a staff bonus scheme up to 20% of salary.
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Financial Services Administrator
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