Financial Services Administrator
A super opportunity has arisen to join an award winning financial services organisation. Our client is seeking an experienced administrator ideally from within the Financial Services industry or from a professional customer service background.
Duties to include:
- Working with clients and supporting them with the administration of their financial products including pensions/investments/ISAs
- Building relationships with new and existing adviser firms
- Working in a specialist team delivering industry leading customer service
- Supporting clients with technical enquiries
- Identify ways to improve processes
This really is a great opportunity to work within a business that pride themselves on offering a first class service. You will be working with people who are passionate about what they do and who have gained a solid reputation in the industry.
Skills/Experience
- Ideally you will have previous knowledge and experience of working in a financial services/wealth management firm, however this is not essential
- You must have good customer service skills
- You will have a confident and professional manner when dealing with clients, including advisers, fund managers and other providers
- A team player is required as the working environment is such that you may need to work with the team to support each other, so flexibility is key
- Strong administration skills and computer literate - use of Word, Excel and databases
- Good attention to detail - client processing work and the detail is vital
This is a great opportunity to join a firm that are on a growth journey.
Other information:
Hybrid working pattern
Salary - Up to £26k DOE
Hours - Mon-Fri 8.30am-5pm
Company pension
Free parking