Financial Services Administrator

the role.

This is a newly created role in this welcoming and welcoming-led financial service practice. You will be joining to support a new financial advisor and assist the other administrators/advisors when required. We cant speak highly enough of this company, based in a lovely location…….. you will need to drive to get here. Day to day, your role will be:-

• Scanning, filing, franking and preparing post
• Answering calls, assisting and taking messages
• Updating the internal ‘task management system
• Managing appointments and greeting visitors
• Preparing client letters and illustrations
• Requesting plan information and assisting in preparing for client meetings
• Producing portfolios for clients
• On-line submissions of pension and investment applications
• Fund switch trading on investment platforms

why you should apply.
 

They're a team of 21 and as I mentioned they are wellbeing-led, and pride themselves on being fair and transparent with clients and staff. They operate hybrid working after your probation, 2 days at home and 3 days in office and you will be given everything you need to be successful in this role. There is a supportive team here and you will be given the opportunity to progress and take your professional qualifications if you wish, but you can also stay in this varied supporting role. Generous holidays starting at 25 days and increase over time as well as, flexible working hours, hybrid working and a twice-annual bonus, generous pension and other benefits.

what were looking for.

We need 2 years of experience in a similar role. We can consider someone with only mortgage experience, but experience with investments and pensions would be advantageous. Of course, attention to detail is vital here, along with a customer and team-focused attitude. Professional email/letter writing as well as excellent IT skills are a must.

At polkadotfrog recruitment we do our very best to ensure both client and candidate satisfaction. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.

Our team of Specialist Consultants have the skills, experience and passion to deliver a professional, personal and quality service. Our mission is to build long-term relationships and help clients and candidates find the perfect match.

Whilst we would love to get back to every applicant, it is not always possible, so if you havent heard from us within 5 days, please note that your application has not been successful on this occasion.