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Are you looking for a new Administrator role? I have a fantastic new opportunity based in Wolverhampton that might be of interest to you. It is a permanent vacancy which is open to candidates of different levels of experience and is offered a generous salary and annual leave entitlement.
Financial Services
Administrator
£25,000 - £27,000
Wolverhampton based
Office based (no hybrid)
Full time and permanent
Job details:To provide full administrative support to advisors, clients and other customers. To answer queries and complete tasks.
Day to day duties:
- Booking appointment for clients
- Completing pre-meeting administrative tasks and sending out welcome packs
- Log all client calls and queries into an internal CRM system
- Ensure protocols are followed, including FCA, GDPR
- Inputting client data into an internal system
- Create and send out business documents
- Provide administrative support to the paraplanning team
- Manage an inbox
- Provide cover in other departments where needed
Essential skills and experience:
- Experience working within financial services, insurance, banking, pensions or wealth management is essential
- Excellent administration and data entry skills
- Ability to adhere to GDPR and FCA regulations
- Customer service skills and professionalism via phone and email
- Full UK Driving License
- Educated to GCSE is essential
- Educated to A Level or Degree is preferred
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
