Administrator (Financial Services)

Job Description

Our client is a small, successful family run business working within the Financial Services Industry. Due to demand in workload and organic growth within the business, the team are now looking to recruit a Financial Services Administrator to support with the efficient processing of business tasks. The role will ensure that their clients and providers are serviced with a professional and timely approach and enable the optimisation of time and resource across the team. For the right individual, there would be the opportunity for the role to develop over time, and the business are keen to hire someone who can stay with them for the long-term, becoming a vital part of their ‘family’. The ideal candidate will have strong administration and organisational skills, with an enthusiastic and proactive approach to tasks and ideally some prior exposure to (or an interest in) working in Financial Services. It is extremely important the successful candidate is someone who shares the same values and approach to business; and in return, you will be warmly received as a member of a friendly, supportive and empowering team.

Please note: This is an office-based role from Leamington Spa, so the successful candidate will live locally to the office (within 10 miles) and have their own transport. There is free parking on site.

Main Responsibilities:

• Ensure that all admin diary tasks are checked and completed each day.
• Ensure clients are kept up-to-date with the progress of any changes implemented.
• Contacting clients existing providers in order to obtain policy specific information which will be used for transfer analysis and reporting purposes.
• Manage and update the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records.
• Support the team with preparing all client facing material for new business and servicing meetings.
• Obtain provider quotations, illustrations and supporting documentation in preparation for client meetings.
• Obtain valuations and information about clients existing policies and investments.
• Administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance.
• Prepare Suitability Report templates for client reviews, ongoing service events and new business applications.
• Manage ad-hoc client administration and communication such as changes of address, requests for documentation etc.
• Answer incoming calls/emails and distributing messages to the relevant team member in order to resolve enquiries.
• Maintain client confidentiality and knowledge of all client matters at all times.
• Adhere to regulatory requirements and ensure compliance with all relevant regulatory policies.

Key Skills/Experience:

• Proven experience working for a small business within an administration role is essential.
• Prior exposure to Financial Services is highly desirable.
• Ability to use initiative and react to a fast-paced, ever-changing environment.
• Ability to work independently and use own initiative but to also contribute to the team.
• Adopts a can-do attitude and takes accountability for tasks.
• Be an advocate for always improving and embracing change.
• Confident user of Microsoft Office and wider databases/systems.
• Experience using FE tools and/or Investment Platforms is highly desirable, but not essential.

If you would like to apply for this opportunity, please submit an up-to-date CV or contact Joanna Middleton for more information.