Financial Services Administrator

Financial Services Administrator

Up to GBP25,000 depending on experience

Watford

We are working with a small but growing financial services company in Watford who are looking for an experienced administrator to join their friendly team.

The role:

• Manage and control workflow ensuring client, provider, adviser and colleague expectations are met.
• Delivering an efficient and quality administrative function.
• Undertake sufficient product and market research, when requested by the Financial Adviser.
• Ensure all supporting documentation is maintained as per company procedures.
• Assisting the back-office team in establishing and maintaining client relationships.
• Collate information on existing portfolios as required.
• Undertake file management in accordance with company procedures.
• Check and send out policy documents.
• Gather up to date valuations, electronically and by phone.
• Managing and delivering the relevant service proposition for clients.
• Developing productive working relationships with colleagues and clients throughout the business with both internal and external provider staff.

Requirements:

• Excellent communication skills
• At least three years' experience in financial services
• Strong administration skills
• Able to multi task and work to own initiative