Senior Administrator - Financial Services

  • Location
    Colchester, Essex
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • Salary
  • OrganizationType

Senior Administrator - Financial Services
£32,000 per annum
Colchester, Essex
Monday-Friday, 9am-5pm

*MUST drive due to the location of the business

Are you an experienced Administrator looking for a new challenge within the Financial Services industry? Our client, a thriving financial firm based in Colchester, is seeking a talented Senior Administrator to join their team.

As a Senior Administrator, you will play a vital role in supporting the Financial Advisor and ensuring the smooth day-to-day running of the office. With your attention to detail and excellent organisational skills, you will be responsible for a wide range of tasks, including:

  • Supporting the Financial Advisor in the day-to-day running of the office

  • Taking action on provider/client queries, particularly relating to new business submissions

  • Addressing and actioning provider alerts and secure messages

  • Contacting clients to arrange annual review meetings

  • Preparing client annual review meeting packs

  • Maintaining back office systems and ensuring all information is correct

  • Acting as the office point of contact while the Advisor is away in meetings

  • Processing new business submissions and following up on outstanding documents

  • Liaising with clients regarding existing business queries, direct debit cancellations, outstanding documentation, and protection applications

  • Managing the deceased client process and change of address process

  • Processing client disinvestment requests

  • Handling incoming post and sending policy documents and information to clients

  • Taking responsibility for all policies going live

  • Returning client phone messages within service level agreements

  • Writing suitability letters

  • Attending training at the Chelmsford office when required

To be successful in this role, you should have previous experience in a similar administrative position. You should be able to work well alone and be highly organised, with the ability to manage multiple tasks and prioritise effectively. Excellent communication skills are essential, as you will be in regular contact with both clients and providers.

In return, our client offers a competitive salary of £32,000 per annum. With their commitment to professional development, you can expect plenty of opportunities to enhance your skills and progress in your career.

If you are a driven and enthusiastic Administrator looking to take on a new challenge, we want to hear from you! Apply now with your updated CV to be considered for this exciting opportunity.

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Hayley Herbert