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We are looking for an experienced financial services Administrator to join our client’s growing team, providing full admin support to the Advisers in their business.
- Based in Reigate
- Monday - Friday, 35 hours per week
- Hybrid (once fully trained)
- £25,000 - £26,000 salary (DOE) + bonus
Benefits:
- Private Medical Insurance
- 28 days holiday + bank holidays
- £150 towards new glasses
- Employer 5% Pension Contribution
- 4 x Death in Service Scheme
Job Description:
- Provide high level technical and admin support to the Advisers
- Deal effectively with queries from clients and other parties through effective communication
- Ensure that files are complete with all required client documentation
- Assist advisers and clients with their applications
- Write accurate and professional suitability letters
- Book client appointments
- Maintain accurate computer records and always follow the company’s compliance process
- Help to progress clients’ applications by liaising with third parties
- Update information and creating tasks as required on the CRM system
- Send out trust forms, assisting clients with completing them, checking forms are correct when returned and if not liaising with the client correct errors
- Sending trust forms to third parties and documenting the process on the CRM system
Person Specification:
- Previous experience in a support role within financial services industry is essential
- Knowledge of relevant regulation and legislation (desirable)
- Experience of client management systems
- Excellent telephone client interaction skills and ability to build rapport swiftly
- Excellent written communication skills
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Good organisation skills and strong attention to detail
- Manages time effectively with the ability to multi-task
- Keeps calm when faced with conflicting demands and handles these effectively
- Always demonstrates a positive attitude
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
