Financial Services Administrator - Tring, United Kingdom - Cobham Consulting Ltd

Cobham Consulting Ltd

Verified Company

Tring, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

To provide administrative support to ensure that relationships with their clients can be optimised and assist with the daily operation of the office.

Duties and Responsibilities:

Provide high level technical and administrative support to the Advisers and Practice.
Deal effectively with queries from clients and other parties through effective communication.
Deal with all administration tasks including the accurate input of data.
Prepare files including compliance required documentation; research; illustrations and supporting documentation.
Be proactive in bringing new clients on board, helping to understand all products.
Support the Practice in maintaining accurate and up to date client data and client contact.
Provide an excellent level of customer service to Practice clients.
Ad hoc project work that may be required from time to time.
Any other reasonable tasks that may be required by the Business.

Knowledge and experience:

Previous experience in an office support role, ideally in financial services or related sector.
Knowledge of relevant regulation and legislation (desirable but not essential).
Experience of client management systems
Excellent facetoface and telephone client interaction skills.
Good experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
Good organisation skills, strong attention to detail.

This role is paying from £25,000pa - £28,000pa depending on experience and comes with 20 days holiday (plus bank holidays) and has potential to work from home for some days after completing successful probation.