We are looking for an experienced financial services Administrator to join our client's growing team, providing full admin support to the Advisers in their business.
* Based in Reigate
* Monday - Friday, 35 hours per week
* Hybrid (once fully trained)
* Private Medical Insurance
* 28 days holiday + bank holidays
* 4 x Death in Service Scheme
Job Description:
* Provide high level technical and admin support to the Advisers
* Deal effectively with queries from clients and other parties through effective communication
* Ensure that files are complete with all required client documentation
* Assist advisers and clients with their applications
* Write accurate and professional suitability letters
* Book client appointments
* Maintain accurate computer records and always follow the company’s compliance process
* Help to progress clients applications by liaising with third parties
* Update information and create tasks as required on the CRM system
* Send out trust forms, assisting clients with completing them, checking forms are correct when returned and if not liaising with the client to correct errors
* Send trust forms to third parties and document the process on the CRM system
Person Specification:
* Previous experience in a support role within the financial services industry is essential
* Knowledge of relevant regulation and legislation (desirable)
* Experience of client management systems
* Excellent telephone client interaction skills and ability to build rapport swiftly
* Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
* Good organization skills and strong attention to detail
* Manages time effectively with the ability to multi-task
* Keeps calm when faced with conflicting demands and handles these effectively
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