Administrator - Financial Services

Administrator - Financial Services

Salary: £25k + Great company benefits

Location: Eastbourne (office based)

Hours: Mon-Fri 9am - 17.00

Do you want to work for a well-established organisation that offers great training and the opportunity to further your career within financial services? If so, I have a great opportunity to join a friendly and proactive team, assisting and supporting their financial planners based in their modern offices in Eastbourne.

You will already have a proven administrative background and have great client relationship and customer service skills.

Responsibilities:

• Deal with clients and be the first point of contact enquiries via phone, email and in person.
• Preparing client documentation in advance for existing and prospective client meetings.
• Liaise with other team members on work in progress for client accounts.
• Manage client service needs to ensure client expectations.
• Open and maintain client files to agreed FCA compliance standards
• Diary management ensuring daily tasks are met.
• Send letters of authority and produce portfolio valuations as directed by the financial adviser.
• Supporting the financial adviser in preparing the annual revie process.
• Ordering stationary and other office supplies as required.
• Franking and posting of outgoing mail. Topping up franking machine.
• Scanning, filing and photocopying documents as required.
• Ensuring the CRM system is updated accurately.

The right candidate will have the following skills and experience to apply:

• Strong administrative and customer client management skills.
• Great IT skills with the ability to pick up new systems and processes quickly.
• Ability to manage your own workload and prioritise effectively.
• A genuine interest in working within financial services industry.
• Confident communicator, with the ability to build strong business relationships.
• Efficient, great attention to detail and a strong team player.

This is a great opportunity to join a highly reputable company that offers great benefits, an enjoyable working environment and the opportunity to further your career. To be considered for this role please submit your up-to-date CV ASAP.