We are pleased to be recruiting on behalf of a client based in Colchester who are looking for a highly organised Financial Services Administrator to join their team.


You will be responsible for providing a warm and professional service to clients along with delivering comprehensive administrative support to the Financial Advisers.


Key Responsibilities:
*Communicate with clients via telephone, email and post with occasional face to face meetings.
*Prepare meeting documents and assist with client appointments.
*Process and prepare new business and policy servicing requests accurately.
*Manage workflow, track cases from submission through to completion.
*Ensuring the system is kept up to date with records.
*Prepare letters, reports, spreadsheets and internal documents.


Previous Skills & Experience:
*Strong organisational and time management skills.
*Excellent written and verbal communication skills.
*High attention to detail.
*Experience within a financial services or professional services administration would be beneficial.


Benefits:
*Flexible working hours.
*Hybrid or remote options available.