Financial Services Administrator

  • Location
    Colchester, Essex
  • Category
    Financial Services - Other Financial Services
  • Contract Type
    Permanent
  • Salary
    £ 25000 - £ 30000 / Year
  • OrganizationType
    Office

Financial Services Administrator
£25k-£30k per annum, DOE
Colchester, Essex


Monday-Friday, 9am-5pm


My client, a successful financial advisors' is currently seeking a Financial Services Administrator to join their support team to provide pre and post-sales support to the Financial Advisers, ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the company.



The ideal candidate would love all things admin, supporting and working as part of a team.



Providing a high level of support to clients in an efficient, compliant and professional manner, your duties will include:



Key Responsibilities:



  • Answering the telephone

  • Sorting and distributing post

  • Submitting new business and tracking through to completion

  • Obtaining illustrations, key features and application forms from Platforms & Providers as required

  • Compiling client meeting packs containing documentation such as, but not limited to,


valuations, client agreements, fact finds, risk questionnaires and profiles for the Adviser to use at client meetings



  • To post client documentation to the client or product providers as appropriate

  • To issue signed letters of authority to providers and obtain standard policy information to then update client policy records on receipt of the information using Intelligent Office

  • Accurately maintaining client personal details and policy information

  • Dealing with and responding to written, telephone and electronic general enquiries for Advisers, colleagues, clients and providers

  • Providing clients with timely and accurate information and obtaining any new business information and existing policy information from clients where required

  • Maintaining relationships and contacts with providers to ensure a professional service



Experience:



  • Previous financial services admin experience required

  • Computer literate in Microsoft Office and other applications

  • Excellent communication skills, both written and verbal

  • Client-centric approach

  • Organised and highly motivated

  • Good levels of industry knowledge

  • Good attention to detail

  • Accurate data entry and record-keeping skills

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To speak to a recruitment expert please contact Charlotte Sayer