Financial Services Admin

Recruiter
Adecco
Location
Cheltenham
Salary
Competitive
Posted
21 Nov 2016
Closes
19 Dec 2016
Contract Type
Permanent
Hours
Full Time
Fantastic opportunity to progress with this award winning financial services company. Initially starting in a client support role there is plenty of scope for progression and you will be encouraged to study for professional exams, if appropriate. This role would suit someone with some previous general administration or financial services experience who is keen to develop a career in this sector. Graduates and A Level candidates are preferred but those with solid administrative experience and strong Maths and English skills (minimum grade C or above) will also be considered. Responsibilities will include:*Maintaining regular contact with clients by telephone, email and letter;*Attending client meetings if required;*Assisting the Team Leader, CRM, CAM and Health Consultant in the preparation of reports and collating information for reports covering technical matters and advice;*Checking of work prepared by others in the team;*Member data analysis *Managing relationships between providers and clients*Checking Insurer's accounts and issuing annual financial statements to clients*Analysing information and assisting in preparing recommendations of appropriate solutions for clients;*Administration relating to a wide and varying range of health and protection policies*Drafting specifications of services, deadlines and remuneration with clients*Delivering agreed services in accordance with agreed time schedules and budget with each allocated client;*Preparing invoices for issuing to clients*Maintaining records in accordance with internal guidelines and procedures;*Liaising with providers of services and other professionals*Keeping client files compliant*Answering relevant calls that come in from various client helplines*Keeping all databases up to date*Any other reasonable task as advised from time-to-time;*Support, Implement and Maintain Information Security procedures and activities in accordance to with the company's Information Security Policy*Occasional travel to other offices and client premises.Salary: ??17,000 - ??23,000 plus excellent benefits and study supportSkills and experience required:*Degree or A Level (or equivalent qualification) is preferred but not essential.*Good standard of Maths and English (GCSE grade C minimum)*Word, Excel and Outlook*Previous administration experience gained in a commercial environment*Excellent communication skills and strong customer service skills*Candidates with financial services experience, including group risk admin or life assurance administration will be an advantage.*Good attention to detail and strong numeracy skills*Strong team spirit.Adecco is an employment agency and an equal opportunities employer. Due to the high volume of responses to our advertising we are unable to respond to all candidates directly. If you have not heard from us within 4 working days then unfortunately please assume that, on this occasion, your application has been unsuccessful. Thank you for your interest.Adecco is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer.