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Financial Services Administrator
Location: Exeter, UK
Salary: Competitive
Ref: KF300
Date posted: 27th July 2018
They are currently looking to fill an administration position to work closely with the Financial Planner and Business Support, ensuring an excellent level of service and care is achieved to clients. Reporting to the Office Leader, this is a varied role and requires someone who is confident at dealing with people at all levels within a professional capacity.
This is a varied role and requires a self-motivated individual who can prioritise their own workload and think on their feet. If you offer experience of working within a financial services environment, then this would be a distinct advantage
Financial Services Administrator responsibilities include...
Day to day responsibilities will include: -
- Develop and maintain excellent relationships with all clients of the business, continually seeking to enhance the profile of the Company.
- Ensure all processes, procedures and client communications are conducive to a high standard of customer care.
- Act as main point of contact for both new enquiries and existing client queries.
- Assist with the development and delivery of our client referral strategy
- Support the Financial Planners in the development and maintenance of internal relationships to help them maintain business flow and meet their agreed targets
- Undertake projects as and when required, to support the needs of the business or to achieve departmental objectives.
Financial Services Administrator requirements include...
Requirements are: -
- Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths
- Computer literate, with working knowledge of Microsoft Office
- Experience using Intelligent Office desirable but not essential
- Efficient, methodical, organised, punctual and able to work independently
- Creative thinker, to be able to come up with new ideas to improve customer service standards
- A keen attention to detail
- Able to work under pressure and prioritise workloads to meet client expectations
- Customer service and administration experience
Your Contacts
Ali Willox
Recruitment Consultant - Office Division
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