Have you previously worked in the financial services sector as an administrator?
 
Are you highly organised and able to maintain professional client relationships?
 
Our client, a leading business within the financial services sector are now looking to hire a Technical Administrator, working Monday-Friday, on a full-time permanent basis. The ideal candidate would have previous experience in an administrative role, preferably from a financial services background. The candidate ideally would be confident in maintaining client relationships, and the ability to consistently complete administrative tasks to the highest-level of accuracy. This is a fantastic opportunity to join a well-established company who can provide a great working environment.
  
Key Responsibilities:
*Gather relevant information from clients ensuing a smooth onboarding process.
*Maintain client relationships with a professional manner.
*Work closely with the Wealth Management Team, providing support where necessary.
*Submit and administer applications and be monitoring relevant systems to ensure accuracy and/or acceptance.
*Be able to fully understand the submission process and systems.
*Provide updates to the Wealth Management Team on case progress and able to provide a smooth transition process.
*Acquire provider quotes, illustrations and supporting documentation ahead of client meetings.
*Obtain valuations and other information about the clients existing policies and investments.
*Get into contact with clients existing providers to ensure you have acquired policy specific information, which is used for reporting and analysis.
*Prepare suitability report templates for client reviews, ongoing service events and any new business applications.
*Maintain and update the CRM/spreadsheet system to ensure accuracy of records and the delivery of ongoing service requirements.
*Have a clear understanding of all clients facing material for new business and service meetings.
Key Skills & Experience:
*Able to work independently and as a team, using own initiative.
*Proficiency in telephone systems and adept at handling calls with professionalism.
*Excellent computer skills with a strong command of Outlook, Word, and Excel.
*Demonstrated commitment to excellent client care.
*Strong interpersonal and communication skills.
*Exceptional organisation and administration abilities.
*High level of accuracy and attention to detail.
*Ability to maintain discretion and always uphold client confidentiality.
*Have a can-do attitude and take responsibility for own tasks.
Additional Information:
*Office based: Monday – Friday, 9am-5pm or 8:30am – 4:30pm.
*Salary: £32,000 - £35,000 DOE.
*Pension scheme.
*21 days annual leave, plus bank holidays. With the addition of up to a further 2 weeks off for the Christmas period.
To express interest in this promising role, kindly forward your latest CV, detailing your present or most recent remuneration package and any notice period you might have. For a discreet, detailed discussion about the role, you can reach out to Shanelle Bowyer at 01295-983585. Alternatively, connect with us on LinkedIn via the following link: https://in/shanelle-bowyer-3b8796139/