Financial Services Administrator - Colchester, United Kingdom - Office Angels

Office Angels
Office Angels
Verified Company
Colchester, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
**Financial Services Administrator
£25k-£30k per annum, DOE
Colchester, Essex**
Monday-Friday, 9am-5pm


My client, a successful financial advisors' is currently seeking a Financial Services Administrator to join their support team to provide pre and post-sales support to the Financial Advisers, ensuring that client documentation/requests are accurately processedand completed within the required time scales; and in accordance with the compliance guidelines as defined by the company.

Providing a high level of support to clients in an efficient, compliant and professional manner, your duties will include:


Key Responsibilities:


  • Answering the telephone
  • Sorting and distributing post
  • Submitting new business and tracking through to completion
  • Compiling client meeting packs containing documentation such as, but not limited to,
valuations, client agreements, fact finds, risk questionnaires and profiles for the Adviser to use at client meetings

  • To post client documentation to the client or product providers as appropriate
  • To issue signed letters of authority to providers and obtain standard policy information to then update client policy records on receipt of the information using Intelligent Office
  • Accurately maintaining client personal details and policy information
  • Dealing with and responding to written, telephone and electronic general enquiries for Advisers, colleagues, clients and providers
  • Providing clients with timely and accurate information and obtaining any new business information and existing policy information from clients where required
  • Maintaining relationships and contacts with providers to ensure a professional service

Experience:


  • Previous financial services admin experience required
  • Excellent communication skills, both written and verbal
  • Clientcentric approach
  • Organised and highly motivated
  • Good levels of industry knowledge
  • Good attention to detail
  • Accurate data entry and recordkeeping skills


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers.

Office Angels UK is an Equal Opportunities Employer.
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