Financial Services Administrator — Client & Policy Support

CMD Recruitment; England; On-site; GBP 26,000 - 31,000; Full time

Job summary

A recruitment firm is seeking a Client Services Administrator for a full-time, office-based role in Trowbridge. The successful candidate must have experience in administration within financial services, specifically providing support to IFAs. Responsibilities include communication with policy providers, submitting new business, and facilitating the annual review process. The firm offers a training program and encourages skill development, ensuring a dynamic and adaptable work environment.

Benefits

Bonuses

Training and mentorship programme

Opportunities for professional development

Qualifications

• Administration experience within a Financial Services environment.
• Experience providing administration support to IFAs.
• Ability to work in a technical team within a financial services company.

Responsibilities

• Communicating with policy providers.
• Submitting new business.
• Facilitating the annual review process.

Skills

Excellent IT skills in MS Word & Excel

Professional telephone manner

Superb customer service skills

Job description

A recruitment firm is seeking a Client Services Administrator for a full-time, office-based role in Trowbridge. The successful candidate must have experience in administration within financial services, specifically providing support to IFAs. Responsibilities include communication with policy providers, submitting new business, and facilitating the annual review process. The firm offers a training program and encourages skill development, ensuring a dynamic and adaptable work environment.