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Job Reference: J-0438
Job Title: Financial Administrator
Job Location: Oakham
Salary: Up to £30,000 DOE
Days/Times: Monday- Friday / 9:00- 17:00
Our client is a leading financial and wealth management business in Oakham. They are looking to appoint an Administrator to join their growing team, in their superb new offices in the centre of the bustling and vibrant town. The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
Responsibilities:
- Handle all incoming calls/emails in a professional and efficient manner
- Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
- Record annual review dates on the back office system and monitor regularly
- Plan, book and prepare for all annual review meetings ensuring none are missed
- Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
- Help clients to register for, navigate and update their account
- Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
- Collate and pre-populate New Business / Servicing forms and application packs
- Process all new business ensuring all transactions are tracked through to accurate and timely completion
- Create and update client platform account records
Requirements:
- Previous experience of working within a similar role
- Strong interpersonal, communication and customer service skills
- Excellent diary management, planning and organisational skills
- Excellent accuracy and attention to detail
- Proven ability to work on own initiative
- Excellent telephone manner
- Proven high level of customer service
