Financial Services Administrator

Confidential; Torquay; Vor Ort; GBP 30.000 - 32.000; Vollzeit

Benefits dieser Stelle

Free parking on site

General company benefits

Annual leave

Pension contribution

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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

Kenntnisse

Strong willingness to learn

Ability to pick things up quickly

High degree of accuracy

Professionalism

Excellent customer service

Jobbeschreibung

Your new company

Working for an independent financial services company based in Torquay.

This role is full-time, permanently based in the office each day.

Working hours are 9am-5pm Monday-Friday. However, for the right person, a 4-day working week would also be considered.

Salary is 30k - 32k depending on experience (if you do not have experience in the same environment in an FS Admin role, please note you will unlikely to be offered the top end).

However, they are open to people who have an interest in the area and are willing to train.

Your new role

Your role will consist of the following but not limited to:

• 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

What you'll need to succeed

Previous experience as a Financial Services Administrator would be advantageous. However, a strong administrator willing to learn the industry would also be considered.

• Strong willingness to learn
• Ability to pick things up quickly
• High degree of accuracy
• Professionalism
• Excellent customer service

What you get in return

• Free parking on site
• General company benefits
• Annual leave
• Pension contribution