Administrator - Financial Services

3 days ago


Tunbridge Wells, United Kingdom James Frank Associates Full time

Our client, a well-established and hugely-respected business in the Financial Services industry is seeking a Client Services Administrator to on their team on a permanent, full-time basis.

Key Responsibilities:

- Acting as a point of contact between clients, Advisers and third-party product providers
- Establishing and maintaining electronic files
- Sourcing quotations, illustrations and supporting documentation
- Preparing valuations, reports and material for meetings
- Dealing with incoming post and answering the phone
- Work closely with Advisers within the firm

Key Experience:

- Previous experience in a Financial Services environment
- Ability to work both independently and as part of a team
- Able to meet standards and regulations within a regulated environment

This is a fantastic opportunity for an Administrator with some form of experience in a Financial Services environment, where you will be able to provide administrative support to a team of Financial Advisers in a fast-paced and varied environment.

You will be rewarded with a market-leading salary and the opportunity for hybrid working.



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