THE COMPANY:
Our client is a successful and growing firm of financial advisors who are well known for providing an exceptional service to their clients.
ROLE: We are currently working with our client to recruit for a Financial Administrator working Monday-Friday at their offices based in Ferndale. This is a great opportunity to join a growing team and really make the role your own. The role will involve supporting the Advisors and delivering a high level of professionalism to ensure the clients receive an excellent service. Daily duties will include:
* Answering the phone
* Monitoring the admin inbox
* Dealing with client queries
* Supporting the advisors and clients throughout the application process
* Liaising with investment and pension providers to make sure clients are kept updated regularly
* Work to FCA approved standards, ensuring work is compliant and within data protection guidelines
* Data entry to keep the company database up to date and allow monthly commission payments to advisers
* Providing efficient administrative support to advisors and keeping them regularly updated
* Support other members of the administration team during absences due to holiday or illness
We would love to speak to candidates who have the following attributes:
* From a financial services background
* Organised and self-motivated.
* Have exceptional customer service experience with a flexible and adaptable approach.
* IT Literate with excellent attention to deal
* Personable, presentable and punctual
* Excellent communication skills
If you have prior experience working within Financial Services this would be highly beneficial however full training can be provided for the right candidate.
Salary: £ £27500