Business Support Administrator

Recruiter
Confidential
Location
Farnborough
Salary
20000.00 - 25000.00 GBP Annual + Excellent Benefits
Posted
16 Sep 2020
Closes
23 Sep 2020
Contract Type
Permanent
Hours
Full Time
Business Support Administrator - (Financial Services) Salary GBP20,000 - GBP25,000 DOE + bonus + pension + excellent benefits

Based: Hampshire

Our Client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SME'S. They are looking for an individual with Business Support experience gained from within the financial services industry. You will be supporting Advisers in their day to day jobs.

Key Responsibilities of the role:

* Support Financial Advisors with the delivery of administration support focusing on new business and client servicing

* Carry out end to end processing of new business cases

* Update back office systems, ensure accurate client data throughout the sales process

* To promote teamwork by helping colleagues and consultants to meet client service requirements

* Organise and manage time to ensure delivery of SLA's to meet consultant and client expectations both in terms of timeliness and quality

* Building relationships over the telephone with both Clients and Product Providers

* Build relationships with internal colleagues

* Operating within the company's Treating Customers Fairly Principles at all times

Candidate Requirements:

* Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFA's or within a wealth management company

* Will have a good understanding of a range of financial service products- such as life cover, pensions, investments etc.

* Will have experience of supporting IFA's / paraplanners and consultants within your current role or speaking to them on the telephone via your role

* CF relevant qualifications would be desirable or a willingness to study

* Excellent record keeping skills

* Good organisation and time management skills

* Proficient in Excel and Word

* Strong communication skills and excellent team player

This is an excellent opportunity to join a market leading Business and progress your career in Sales Support. Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system.

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