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Financial Services Administrator

KFS Recruitment
Posted 18 days ago, valid for 7 days
Location

Farnham, Surrey GU103RG, England

Salary

£36,000 - £43,200 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position available is for a Financial Services Administrator in Farnham with a salary range of £28,000 to £32,000.
  • The role requires at least one year of experience in a fast-paced financial services administration environment.
  • Key responsibilities include liaising with policy providers, processing new business applications, and preparing documentation for client meetings.
  • Candidates should possess good communication and organizational skills, as well as proficiency in Microsoft Word and Excel.
  • Additional benefits include company events, a pension scheme, and on-site parking on a rota basis.

Financial Services Administrator

Farnham

£28-32k

Due to continued growth, our client now have a fantastic opportunity for an organised and competent IFA Administrator to join the administration team.

You will be working as part of a team supporting our IFA’s to ensure we deliver an excellent service for our clients.

The role

On a day-to-day basis you can expect to be:

· Liaising with policy providers for policy details and obtaining policy illustrations.

· Processing new business applications, tracking to completion.

· Preparing documentation for client appointments and meetings

· Responding to email enquiries and liaising directly with clients.

· Sending prepared investment information and reports to clients.

· Ensuring all data entry is completed accurately and within specified timelines.

You will need:

· At least a year’s experience in a fast-paced financial services administration role

· Experience of Intelliflo is desirable but not essential.

· Good communication, literacy and numeracy skills with a high degree of accuracy.

· Excellent interpersonal and organisational skills.

· Good working knowledge of Microsoft Word and Excel.

Benefits

  • Company events
  • Company pension
  • Cycle to work scheme
  • On-site parking - on a rota basis
  • Referral programme

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.