Financial Services Administrator - Fulwood, United Kingdom - Tenet

Tenet
Tenet
Verified Company
Fulwood, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Do you have experience within financial services admin and looking for the next development opportunity? If so, we have a great opportunity for you Salary is £19,000 to £24,000 per annum.


We are looking for a
Financial Services Administrator who will support Tenet&You Advisers, by providing successful delivery of operational and administrative support in the financial services industry.

If you are interested in research andreport writing, preparing client files and growing your knowledge within financial services we have a great role for you


This is a hybrid role, meaning you'll have the flexibility of both home and office working at our hub in
Preston.



Why is Tenet a great company to work for?
At the Tenet Group we think it's really important our staff enjoy coming to work.

We're a fun, friendly, flexible employer and we were delighted to make it into the 2020 Top 75 Places to Work in Yorkshire and the Humber.

We have also been awarded a 1 staraccreditation by Best Companies for having high levels of employee engagement. We like to work hard, and play hard, and our performance related pay structure means the more you put in, the more you get back


In terms of what we do, we are an award winning Independent Financial Adviser support group with over 25 years industry experience.

We provide a wide range of services that enable us to provide quality financial advice and services to meet the requirementsof our clients.


What you'll be getting up to:

  • Preparing client files for reviews
  • Preparing and submitting new business to providers as well as adhoc client requests
  • Undertaking research and report writing for noncomplex cases
  • Liaising with adviser and clients to ensure excellent service is delivered
  • Ensuring all client documentation is correctly recorded
  • Ensuring all systems and case notes are updated with progress and a clear audit trail is available
  • Acting as the first point of contact for clients and resolving queries/problems in a timely manner
  • Contacting clients and arranging appointments with advisers as part of lead referral activity
  • Providing a dedicated and professional support service to advisers and clients
  • Providing regular adhoc management information (MI)

You will be able to demonstrate the following skillsets:

  • Previous Financial Services experience
  • Diary management
  • Organising and planning
  • Strong written and verbal communication skills
  • Provider management
  • Timely response times
  • Good telephone manner with the ability to build rapport and provide excellent customer service
  • Positive customer feedback
  • Accuracy and attention to detail

We'd love to see:


  • Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook
  • Experience of using Intelligent Office
  • Minimum A-C/ Level 4 in GCSE Maths and English is Essential

Some of the benefits our staff love are:

  • Half day holiday for your birthday;
  • 35 hour working week;
  • An annual performancerelated bonus and salary review;
  • 25 days holiday as standard (and the option to buy or sell up to 5 days);
  • Access to our flexible benefits and staff discounts platform, TenetFLEX;
  • 5% Employer Pension Contributions, rising to 7.5% with length of service
  • Companyfunded Income Protection and Life Assurance Cover;
  • Access to our free Employee Assistance Provider (EAP);
  • Fee-Free Financial Advice, including mortgages and insurance;
If this role is of interest and you think you have the relevant skills and experience, we'd absolutely love to hear from you
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