Administrator (Financial Services)

Posted 24 January by Integrity Resource Solutions

My client based in Enfield, North London, is looking for a pro-active, skilled Administrator (with financial services experience); to join this established financial service organisation providing full support to the Financial Adviser Team.

Key task

The Administrator will be required to support all aspects of the office including

  • Data base management ensuring system contains full and relevant information for every existing and potential client
  • Managing life applications and pipeline
  • Effective telephone communication skills
  • Must have excellent written and verbal communication skills (good grammar and spelling essential)
  • Confident and comfortable speaking to clients
  • Focused and willing to learn
  • Administration and organisational skills including managing internal processes
  • Ability to identify issues and resolve disputes in an effective manner including the ability to manage client expectations and internal stakeholders
  • Ability to work under pressure and to be flexible with everyday tasks
  • Must be a team player - willing to share roles with para-planner from making coffee to client liaison
  • Strong personal work ethic
  • Goal-orientated individual

Core knowledge

  • An understanding of the Financial Services Market including

- The role of a Financial Adviser

- Experience using CRM and managing data.

  • IT literate, including the ability to effectively use :

- Email

- Word

- Excel

- Database management tools

- Scanning and document management.

This is a full time permanent position.

Still interested!

Your next step is easy if you are seeking a busy and challenging role within a busy, fun and friendly office then send your CV now to be considered you will be contacted within 24 hours for an informal chat.

Required skills

  • Communication Skills
  • Computer Literate
  • Financial Services
  • Telephone Manner
  • Manage client expectations

Application questions

Have you experience working within an IFA environment?
Do you have excellent computer skills?

Reference: 34311531

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job