Financial Services Administrator - Exeter, United Kingdom - Hawk 3 Talent Solutions

Hawk 3 Talent Solutions
Hawk 3 Talent Solutions
Verified Company
Exeter, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

FINANCIAL SERVICES ADMINISTRATOR / EXETER - PERMANENT OPPORTUNITY

Location:
Science Park, EX5


Assignment:
Permanent contract


Hours:
Monday to Friday 08:45am - 17:30pm


Pay:
£20,000 - £28,000 per annum, dependent on experience


Flexible working (working from home up to 2 days per week) is available for this role once deemed fully competent, typically taking up to 6 months.


Duties as an Administrator:


  • Promoting the company in a good light
  • Remain customer service focused at all times
  • Ensuring empathy with customers' needs at all times
  • Deliver what customers a personalized and highquality service
  • Familiarize yourself with each client's personal circumstance in order to provide a personalized service
  • Oversee and manage workflow between the adviser, paraplanner and client
  • Type up client meeting minutes
  • Obtain information from providers on clients existing financial arrangements and prepare client valuations
  • Inputting client information onto back office system
  • First point of contact for customer queries
  • Scanning of documents in line with company procedures
  • Day to day administration duties as requested

About you:


  • Previous administration experience
  • Financial Services industry experience eg. IFAs / banking
  • Knowledge of Microsoft packages
  • IT literate
  • Excellent customer service skills
  • Excellent written and verbal communication skills
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