Financial Services Admin — Growth & Free Parking

Confidential; Torquay; On-site; GBP 30,000 - 32,000; Full time

Benefits offered by this job

Free parking on site

General company benefits

Annual leave

Pension contribution

Job summary

Confidential is seeking a proactive Financial Services Administrator for a full-time, office-based role in Torquay. You'll liaise with advisers, prepare client files, submit new business and maintain the back-office system.

The role requires accuracy, professionalism and excellent customer service. Previous FS Admin experience is advantageous, but a willing learner who can pick things up quickly will also be considered. On-site parking is available.

Qualifications

• Experience as a Financial Services Administrator is advantageous.
• Willing to train in the industry.

Responsibilities

• Liaising with advisers as appropriate
• Preparing and Maintaining Client Files
• Submitting New Business
• Updating Back Office System
• Scanning Posting out paperwork
• Monitoring diary tasks
• Assisting in the preparation of reviews

Skills

Strong willingness to learn

Ability to pick things up quickly

High degree of accuracy

Professionalism

Excellent customer service

Job description

Confidential is seeking a proactive Financial Services Administrator for a full-time, office-based role in Torquay. You'll liaise with advisers, prepare client files, submit new business and maintain the back-office system.

The role requires accuracy, professionalism and excellent customer service. Previous FS Admin experience is advantageous, but a willing learner who can pick things up quickly will also be considered. On-site parking is available.