Financial Services Administrator - Brighton, United Kingdom - Clark James Recruitment

Clark James Recruitment

Verified Company

Brighton, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Clark James Recruitment are currently working with a highly regarded IFA business within the Brighton area.

Due to ongoing business growth our client are looking to recruit a Financial Services Administrator to join their expanding team.

Role

Providing administration support within all aspects of the business.
Ongoing support to the Advisors, clients and business connections.
Build and maintain good client relationships, delivering excellent and efficient service.
Diary Management book appointments includes existing clients, new clients and introducers.
Prepare appropriate client packs for meetings.
Ensure existing processes are adhered to and develop new processes where necessary.
Prioritise and take proactive responsibility for own workload in accordance with the published procedures.
Ensure all databases are kept uptodate.
Ensure any work is compliant, complete, scanned and presented in the required format.
Act as liaison.
Working closely with Advisors to deliver teams goals, targets and agreed business plan.
Routinely and consistently follow company procedures and compliance requirements.
Previous Financial Services administration experience essential (Mortgage or IFA expeience considered).
Excellent communication skills.
High level attention to detail and accuracy.
Ability to work as part of a team and take responsibility for shared delivery.
Must be a selfstarter and be able to take initiative.
Must be able to work with mínimal supervision.
Develop solutions and problem solve.
Recommends appropriate solutions.
Takes initiative.
Takes responsibility for actions, manages time effectively and plans ahead.
Numerate.
Good IT skills.
Commercial awareness and good overall product knowledge.
Compliance awareness.
Demonstrate a cando and committed attitude.