Administrator - Financial Services
other jobs Reset Recruitment Ltd
Added before 65 Days
- England,South East,East Sussex,Eastbourne
- full-time
- £24,999 - £25,000 per annum
Job Description:
Administrator - Financial Services
Salary: £25k + Great company benefits
Location: Eastbourne (office based)
Hours: Mon-Fri 9am - 17.00
Do you want to work for a well-established organisation that offers great training and the opportunity to further your career within financial services? If so, I have a great opportunity to join a friendly and proactive team, assisting and supporting their financial planners based in their modern offices in Eastbourne.
You will already have a proven administrative background and have great client relationship and customer service skills.
Responsibilities:
* Deal with clients and be the first point of contact enquiries via phone, email and in person.
* Preparing client documentation in advance for existing and prospective client meetings.
* Liaise with other team members on work in progress for client accounts.
* Manage client service needs to ensure client expectations.
* Open and maintain client files to agreed FCA compliance standards
* Diary management ensuring daily tasks are met.
* Send letters of authority and produce portfolio valuations as directed by the financial adviser.
* Supporting the financial adviser in preparing the annual revie process.
* Ordering stationary and other office supplies as required.
* Franking and posting of outgoing mail. Topping up franking machine.
* Scanning, filing and photocopying documents as required.
* Ensuring the CRM system is updated accurately.
The right candidate will have the following skills and experience to apply:
* Strong administrative and customer client management skills.
* Great IT skills with the ability to pick up new systems and processes quickly.
* Ability to manage your own workload and prioritise effectively.
* A genuine interest in working within financial services industry.
* Confident communicator, with the ability to build strong business relationships.
* Efficient, great attention to detail and a strong team player.
This is a great opportunity to join a highly reputable company that offers great benefits, an enjoyable working environment and the opportunity to further your career. To be considered for this role please submit your up-to-date CV ASAP.
Salary: £25k + Great company benefits
Location: Eastbourne (office based)
Hours: Mon-Fri 9am - 17.00
Do you want to work for a well-established organisation that offers great training and the opportunity to further your career within financial services? If so, I have a great opportunity to join a friendly and proactive team, assisting and supporting their financial planners based in their modern offices in Eastbourne.
You will already have a proven administrative background and have great client relationship and customer service skills.
Responsibilities:
* Deal with clients and be the first point of contact enquiries via phone, email and in person.
* Preparing client documentation in advance for existing and prospective client meetings.
* Liaise with other team members on work in progress for client accounts.
* Manage client service needs to ensure client expectations.
* Open and maintain client files to agreed FCA compliance standards
* Diary management ensuring daily tasks are met.
* Send letters of authority and produce portfolio valuations as directed by the financial adviser.
* Supporting the financial adviser in preparing the annual revie process.
* Ordering stationary and other office supplies as required.
* Franking and posting of outgoing mail. Topping up franking machine.
* Scanning, filing and photocopying documents as required.
* Ensuring the CRM system is updated accurately.
The right candidate will have the following skills and experience to apply:
* Strong administrative and customer client management skills.
* Great IT skills with the ability to pick up new systems and processes quickly.
* Ability to manage your own workload and prioritise effectively.
* A genuine interest in working within financial services industry.
* Confident communicator, with the ability to build strong business relationships.
* Efficient, great attention to detail and a strong team player.
This is a great opportunity to join a highly reputable company that offers great benefits, an enjoyable working environment and the opportunity to further your career. To be considered for this role please submit your up-to-date CV ASAP.
Job number 1458477
metapel
Company Details:
Reset Recruitment Ltd
Company size: 1–4 employees
Industry: Recruitment Consultancy
Too often in recruitment, client needs are forgotten in the scramble to make a placement. The long-term goals of candidates are ignored as they’...