Administration Assistant - United Kingdom - Talent UK

Talent UK United Kingdom

1 week ago

Description

Our client are a well established market leading Wealth Management company.
Due to expansion our client is now looking to recruit a full time Administration Assistant to work full time Monday to Friday 9:00-17:00 Monday to Friday

You will be taksed with providing a Superb level of support to clients and our clients team within a busy office.

You will be a key member of the team dealing with a wide range of administration tasks. Full training will be given and there is scope within this role to progress and develop your knowledge.
Writing Suitability Reports for new business
Writing Annual Review Letters for our existing clients following their review

Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any adhoc meetings required).

Updating adviser's outlook calendar and creating relevant meeting tasks in the CRM system.
Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner
Complete post meeting letters for the basic Annual Review meetings.
Ideally 1 years experience in financial services
Previous experience in an administration role
Minimum A-C in GCSE Maths and English is Essential
Great organising and planning skills
Basic understanding of ISA's, pensions, and protection products.
Good communication skills on the telephone
Good telephone manner with the ability to build rapport and provide excellent customer service
Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook
Good written skills to help with a basic form of letter writing
Excellent base salary
Generous holiday entitlement
Pension
Opportunity to progress

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