Client-Centric Financial Services Administrator

AWD online; Yateley; On-site; GBP 28,000 - 38,000; Full time

Job summary

AWD online in Yateley is seeking a confident Financial Services Administrator to support the smooth running of its local office and assist across client cases, provider communications and compliance documentation.

The role requires prior financial services administration experience, a professional attitude, excellent attention to detail and the ability to prioritise a busy workload while delivering high-quality client service.

Qualifications

• Previous experience within the financial services sector, including administration and processing experience.
• A strong client service ethic.
• Understanding of working with and extracting data from financial services platforms.
• CII exams or an equivalent qualification to A Level standard.
• Friendly and professional attitude with a proactive, can-do approach.
• Microsoft Office experience.

Responsibilities

• Process brokered cases from application through to completion.
• Communicate with clients and product providers by telephone and email.
• Produce client planning review documentation accurately and efficiently.
• Carry out protection and general insurance research as required.
• Use online systems to enter, obtain and collate information, producing relevant documentation.
• Support the retention of existing policies.
• Coordinate meetings, conferences and team activities.
• Maintain registers and client information databases for compliance.
• Prioritise workload to ensure activities are timely and compliant.
• Identify opportunities for service improvement.
• Complete general office duties to support smooth operations.

Skills

Client service

Attention to detail

Time management

Communication

Data extraction

Education

CII exams or equivalent qualification to A Level standard

Tools

Microsoft Office

Financial platforms

Job description

AWD online in Yateley is seeking a confident Financial Services Administrator to support the smooth running of its local office and assist across client cases, provider communications and compliance documentation.

The role requires prior financial services administration experience, a professional attitude, excellent attention to detail and the ability to prioritise a busy workload while delivering high-quality client service.