Adviser Administration Assistant

Posted 20 April by Bower Retirement Easy Apply

Bower is recruiting for a vacancy to join our growing Adviser Assistant team based at our head office in Ongar.

This really is a fantastic opportunity for an individual who thrives on customer service, is an experienced administrator and wants to become an integral part of a growing financial services company, that will provide you with opportunities for career development, training and support, for you to attain your full potential.

The Role

  • Provide administration support for a number of allocated field advisers
  • Build a relationship with customers to be the case handler and main point of contact for all allocated cases
  • Progress and monitor cases through 3rd party lenders and solicitors, assisting with issues where necessary
  • Provide weekly updates to customers and help them complete their transaction in a timely and efficient manner
  • Maintain accurate notes and up to date details on our database
  • Track, update and maintain pipeline cases
  • Provide Management Information
  • Diary Management
  • General administration duties as required

Personal Specification

We are looking for someone with the following skillset:

  • We are looking for someone with the following skillset:
  • Proactive Self-starter
  • Confident and professional telephone manner
  • Strong interpersonal skills and proven ability to build relationships
  • Proven track record in administration
  • Willingness to help
  • Previous experience in financial services desirable
Why work with us

When you join us at Bower Retirement, you do more than simply work here. You become part of a multi award winning talented team that has, through hard work and dedication to our customers, become one of the most successful equity release companies in the UK. Bower Retirement was voted the 2013, 2014, 2015, 2016 and 2017 What Mortgage Magazine Awards winner and has won various other industry awards as shown on our web site.


To apply for this challenging and rewarding role, please attach your CV and covering letter

Required skills

  • Administration Duties
  • Customer Service
  • Financial Services
  • Interpersonal Skills
  • Pipeline

Reference: 34956442

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