Administrator (Financial Services)
- Recruiter
- Confidential
- Location
- Farnborough
- Salary
- 24000.00 - 28000.00 GBP Annual
- Posted
- 13 Jun 2022
- Closes
- 11 Jul 2022
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Administrator (Financial Services)
Location : Farnborough
Salary : GBP24-28,000 + benefits
My client who are based in Farnborough are looking for an Administrator to join their team. We are looking for candidates who have got experience working within Financial Services, and have got knowledge in Life Insurance, Pensions or Investments. The purpose of this role is to liaise with Advisers and Clients to arrange and book annual review meetings, produce valuations and carry out a range of servicing tasks.
The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience to the client bank, building up relationships where appropriate.
Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
Update our back office system, to ensure accurate client data and information throughout the process.
Maintain fully compliant files making sure all documents are held on the Document Management/workflow and diary system in a timely manner to allow instant access to all staff
Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
To participate in project related work, working as one team to meet company goals and targets.
To provide support to your colleagues where workloads need to be spread across the team to reach team goals
Location : Farnborough
Salary : GBP24-28,000 + benefits
My client who are based in Farnborough are looking for an Administrator to join their team. We are looking for candidates who have got experience working within Financial Services, and have got knowledge in Life Insurance, Pensions or Investments. The purpose of this role is to liaise with Advisers and Clients to arrange and book annual review meetings, produce valuations and carry out a range of servicing tasks.
The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience to the client bank, building up relationships where appropriate.
Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
Update our back office system, to ensure accurate client data and information throughout the process.
Maintain fully compliant files making sure all documents are held on the Document Management/workflow and diary system in a timely manner to allow instant access to all staff
Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
To participate in project related work, working as one team to meet company goals and targets.
To provide support to your colleagues where workloads need to be spread across the team to reach team goals