SonicJobs Logo
Left arrow iconBack to search

Senior Administrator

Lloyd Recruitment Services Ltd
Posted 6 days ago, valid for 17 days
Location

Guildford, Surrey GU48EY, England

Salary

£35,000 - £42,000 per annum

info
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

info
  • The position is for a Senior Administrator / Sales Support within the Investment Services department, requiring 37.5 hours of work per week from Monday to Friday.
  • The salary for this role ranges from £28k to £35k, depending on the candidate's experience.
  • Candidates must have a minimum of 2 years of experience dealing directly with clients in the Financial Services sector, along with CF level 1 qualifications.
  • Responsibilities include managing client reviews, preparing reports, processing new business applications, and maintaining the client database while ensuring compliance with FSA rules.
  • The role emphasizes excellent customer service skills and the ability to work efficiently under pressure to meet deadlines.

Senior Administrator / Sales Support - Investment Services Office based37.5 hours per weekMonday - Friday Salary: £28k - £35k (dependant on experience)Working within the Investment Services department, responding to customer enquiries and carrying out administration tasks in support of the sales process. Promoting the Investment Services department as a premier provider of quality financial solutions within the parameters of the FSA's Commitments and Rules.

Sales Support

Provide administrative assistance to the sales team, including but not limited to:

  • Managing the client review process, preparing spreadsheets and reports.
  • Drafting letters and reports as needed.
  • Sourcing new business illustrations for Investment and Pensions Consultants.
  • Processing new business applications, ensuring correct documentation.
  • Maintaining the client database.
  • Assisting with ongoing research into suitable investment funds.
  • Completing administration efficiently to meet record-keeping and file quality standards.
  • Upholding the firm's high client care standards and ensuring compliance with FSA rules.
  • Performing any other duties as required.

Qualifications & Capabilities

  • A minimum of CF level 1 and 2 years experience of dealing directly with clients in the Financial Services sector.
  • A full understanding of the different types of investment, life assurance and pension contracts available and of mortgages.
  • Ability to work in a structured and planned manner especially when under pressure to meet deadlines.
  • Excellent telephone manner and customer service skills

Refer a friend and earn a retail voucher worth up to £500!

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

JM14434

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.