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    Financial Services Administrator - England, United Kingdom - Kelly Services (UK) Ltd

    Kelly Services (UK) Ltd
    Kelly Services (UK) Ltd England, United Kingdom

    1 week ago

    Default job background
    Part time
    Description
    Are you an experienced Financial Services Administrator looking for a new opportunity? Life Assurance
    Administrative Support to Financial Planners and Team Leader
    Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports
    Producing Risk Profiler results where required
    Processing and monitoring switch directly with provider or electronically via platform
    Preparing supporting performance documentation for client review appointments
    Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form)
    To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner.
    Demonstrating good customer communication and relationships
    Planning and Prioritising
    Kelly Services are acting as an Employment Agency in relation to this role.

    For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement.

    As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age #J-18808-Ljbffr
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