Financial Administrator

Description

THE COMPANY:

Our client is a successful and growing firm of financial advisors who are well known for providing an exceptional service to their clients.

ROLE: We are currently working with our client to recruit for a Financial Administrator working Monday-Friday at their offices based in Ferndale. This is a great opportunity to join a growing team and really make the role your own. The role will involve supporting the Advisors and delivering a high level of professionalism to ensure the clients receive an excellent service. Daily duties will include:

Answering the phone

Monitoring the admin inbox

Dealing with client queries

Supporting the advisors and clients throughout the application process

Liaising with investment and pension providers to make sure clients are kept updated regularly

Work to FCA approved standards, ensuring work is compliant and within data protection guidelines

Data entry to keep the company database up to date and allow monthly commission payments to advisers

Providing efficient administrative support to advisors and keeping them regularly updated

Support other members of the administration team during absences due to holiday or illness We would love to speak to candidates who have the following attributes:

From a financial services background

Organised and self-motivated.

Have exceptional customer service experience with a flexible and adaptable approach. xjnqpsq

IT Literate with excellent attention to deal

Personable, presentable and punctual

Excellent communication skills If you have prior experience working within Financial Services this would be highly beneficial however full training can be provided for the right candidate.

Salary: £26500 - £27500

Ad ID: 5417847775