Have you previously worked in the financial services sector as an administrator? Are you highly organised and able to maintain professional client relationships? Our client, a leading business within the financial services sector are now looking to hire a Technical Administrator, working Monday-Friday, on a full-time permanent basis. The ideal candidate would have previous experience in an administrative role, preferably from a financial services background. The candidate ideally would be confident in maintaining client relationships, and the ability to consistently complete administrative tasks to the highest-level of accuracy. This is a fantastic opportunity to join a well-established company who can provide a great working environment. Key Responsibilities:
1. Gather relevant information from clients ensuing a smooth onboarding process.
2. Maintain client relationships with a professional manner.
3. Work closely with the Wealth Management Team, providing support where necessary.
4. Submit and administer applications and be monitoring relevant systems to ensure accuracy and/or acceptance.
5. Be able to fully understand the submission process and systems.
6. Provide updates to the Wealth Management Team on case progress and able to provide a smooth transition process.
7. Acquire provider quotes, illustrations and supporting documentation ahead of clie...