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Financial Administrator, up to £23k, Milton Keynes

Posted 26 February by Red Door Recruitment Limited Ended

We’re recruiting for an experienced Administrator to join a successful, expanding company based in Milton Keynes.

Our client, a financial management specialist with a great reputation created over many years, are looking for a highly organised and personable candidate to join a growing team.

You will be working within a compliant driven environment, handling a multi-tasking admin role, coupled with communication with wealth and pension providers, and advisors.

The successful candidate will be provided with full intensive training and instruction.

Key Responsibilities:

  • Liaising with wealth product providers on new business submissions (pensions, investments), to ensure follow through and implementation of new cases and recording of the same
  • Liaising with pension product providers to request and chase outstanding information required by Financial Planners
  • Inputting of information to providers’ IT platforms for any new business - liaising with the Sales Director and advisors as required
  • Recording information on the CRM database, including making notes and scanning documents
  • Liaising with the Sales Director on processes and feedback, encouraging initiative and suggesting any improvements as appropriate
  • Using product providers’ software to provide product illustrations for clients (via advisors)

Person Specific:

  • Minimum of 1-2 years’ administration experience
  • Ideally experience within financial services (but not essential)
  • Strong communicator, both written and verbal
  • 'Right first time’ approach - accuracy is very important in this role
  • Polite, professional telephone manner
  • Good organisational skills with strong attention to detail
  • Strong computer skills, confident and accurate typing
  • IT literate
  • Good interpersonal skills for chasing up providers and liaising with advisors
  • Analytical mind - i.e. can pick up when things aren’t as they should be and have the confidence to voice them
  • Efficient and accurate worker

Salary: up to £23k, depending on experience

Hours: Monday to Friday, 9:00am - 5:30pm

Required skills

  • Communication Skills
  • Computer Literate
  • Financial Services
  • Interpersonal Skills
  • Multi Tasking

Reference: 34557848

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