Business Support Administrator (IFA's)

Posted 28 October by Radley Recruitment
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Business Support Administrators - (Financial Services) Salary £20,000 - £24,000 DOE + bonus + pension + excellent benefits

Based: Hampshire

Our Client is a successful Financial Services company who provide financial advice to Private High Net Worth individuals and successful SME’S. They are looking for a Business Support Administrator to support the financial advisers in their day to day jobs.

Key Responsibilities of the role:

  • Meet consultant and client needs providing a wide range of administrative and customer service support
  • Processing all servicing work in line with the Client Service Agreement
  • Death notifications, change of address, policy information requests, verification of identity
  • Book annual review meetings
  • Process provider queries from Advisers
  • Promote teamwork by helping colleagues and consultants to meet client service requirements
  • Manage time to ensure delivery of SLA’s to meet consultant and client expectations
  • 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
  • Process all valuations
  • Servicing queries from Advisors, updates on cases, finance queries, policy information queries

Candidate Requirements:

  • Educated to minimum level of 5 GCSE’s including maths and English
  • Minimum of 2-3 years administration experience ideally gained within financial services
  • Experience working within a firm of IFA’s or wealth management
  • Excellent IT skills including Microsoft office and excel
  • Experience in a support role working alongside a team of people
  • Good organisation and time management skills
  • Strong communication skills and excellent team player

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

Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.

Required skills

  • Administrative Support
  • Communication Skills
  • Financial Services
  • Investments
  • Pensions

Reference: 40514101

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