Advice Support Specialist Administrator

Recruiter
Confidential
Location
Isle of Wight
Salary
Competitive
Posted
03 Jun 2021
Closes
01 Jul 2021
Contract Type
Permanent
Hours
Full Time
Industry: Financial Services
Location: Newport, Isle of Wight
Hours: 35 hours per week
Days: Monday - Friday
Duration: Permanent
Duties:
Provision of administrative support to the Retirement Advice and Guidance Team including:
preparation of new client files, issuing application and welcome packs.
processing new business applications and chasing business to completion,
update and maintain client databases, ensuring accurate and compliant data collection.
adhere to FCA regulations and quality standards.
Experience:
Must have strong administrative experience including document processing.
Previous experience within financial service or investment is preferred.
Must have high level of computer literacy and the ability to learn new systems.
Must have excellent attention to detail and good numeracy skills.
Must be able to work well on own initiative as well as part of a team with good communication skills.
Salary: TBA - please submit salary expectations with application
By submitting your CV to WP Recruitment & HR Ltd, you imply consent to our agency processing your personal data, please see our GDPR webpage for further information
If we think we can assist you, we will invite you to register with our agency, WP Recruitment & HR Ltd., in order to be considered for vacancies.
If you are already registered with our agency, please contact our office directly on (phone number removed) for further details