Financial Services Administrator - Stockport, United Kingdom - McGregor Recruitment

McGregor Recruitment

Verified Company

Stockport, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

FINANCIAL SERVICES ADMINISTRATOR - £24,000 - £29,000

Hyprid Working and Flexi Time

50% working in office and 50% working from home

Hours between hours of 8am-6pm - 7.5 hours per day

Our client is a very well-established
Financial Services/ Wealth Management company who work with a variety of clients and have been established for over 25 years.

Now looking for a bright and proactive individual who has worked within
Financial Services/Wealth Management for a minimum of one year and looking for the next step in their career.

This role would suit someone who enjoys Administrative work and is happy to commit to a role long term.

The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients.

You will have regular contact with clients and enjoy communicating with clients and be used to working in a confidential manner.

The role will be busy and interesting and you will be based within a supportive and friendly team.

The Duties:

Processing Transfers, Top Ups, Withdrawals, Income, Fund Switches, Bed & ISA and protection in an accurate manner through to completion
Understanding of 3rd party providers platforms
Maintaining the personal diary system on client management system to ensure all tasks are prioritised and completed
Dealing with a high level of confidential information
Responsible for handling any client queries and resolving all issues in a professional and timely manner
Mange all post relating to new business cases
Typing client correspondence and reports
Maintaining client records on backoffice system
Ad hoc administrative duties as required

Experience required:

Experience of working within Financial Services or Wealth Management would be desirable ideally a minimum of one year's experience
Excellent communication skills
Good telephone manner
Used to working in a team
Keen interest in
Financial Services or Wealth Management
Good attention to detail
Ability to work in a team

The Benefits: