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Our client is seeking a part-time Financial Services Administrator to join their team in an office-based role. This is a fantastic opportunity for an organised and detail-oriented professional looking to contribute to a dynamic environment. Full internal training will be provided.
Key Responsibilities:
- Acting as the first point of contact for telephone enquiries.
- Handling client queries via letter, email, and telephone.
- Ensuring compliance by maintaining client files and processing new business.
- Liaising with product providers and investment platforms.
- Coordinating with clients for AML checks and pre-review requirements.
- Processing portfolio fund switches, client withdrawals, and new investments.
- Conducting client portfolio reviews, requiring proficiency in Excel and Word.
- Preparing illustrations and supporting documentation for new business.
- Inputting new client details into the back-office system and updating existing records.
- Printing client recommendation reports.
- Managing invoicing and settlement of fees.
- Maintaining records and managing archived client files.
- Ordering stationery and office supplies.
- Printing and document preparation.
Experience and Skills Requirements:
- Strong administrative skills with excellent attention to detail.
- The ability to prioritise tasks and manage time effectively.
- A high level of personal integrity and professionalism.
- Good written and verbal communication skills.
- Strong numeracy skills.
- Proficiency in Microsoft Office, including Outlook, Word, Excel, and Teams.
- A team-oriented approach with a proactive mindset.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
