We are pleased to be recruiting on behalf of a client based in Colchester who are looking for a highly organised Financial Services Administrator to join their team.
You will be responsible for providing a warm and professional service to clients along with delivering comprehensive administrative support to the Financial Advisers.
Key Responsibilities:
* Communicate with clients via telephone, email and post with occasional face to face meetings.
* Prepare meeting documents and assist with client appointments.
* Process and prepare new business and policy servicing requests accurately.
* Manage workflow, track cases from submission through to completion.
* Ensuring the system is kept up to date with records.
* Prepare letters, reports, spreadsheets and internal documents.
Previous Skills & Experience:
* Strong organisational and time management skills.
* Excellent written and verbal communication skills.
* High attention to detail.
* Experience within a financial services or professional services administration would be beneficial.
Benefits:
* Flexible working hours.
* Hybrid or remote options available.