Financial Services Administrator🌟
LOCATION: Wellington, Somerset (Office Based)
SALARY: Circa £30,000 PA DOE
HOURS: 8:45am - 5:15pm (1 hour for lunch)
💼 Are you experienced in working within a regulated industry? 💼
Our client, a highly successful and reputable financial services organisation, is seeking a skilled Client Relationship Administrator to join their friendly and welcoming team. With a strong commitment to their staff's well-being and long-term growth, this company offers excellent career progression and development opportunities.
🏢 About the Role:
As a Financial Services Administrator, your primary responsibility will be to provide exceptional administrative support to the Financial Consultants. You will play a vital role in maintaining excellent client relationships and ensuring efficient service delivery.
🤝 Client Servicing:
Serve as a friendly and professional point of contact for clients and handle any administration queries efficiently.
Arrange client meetings, both existing and prospective, to facilitate effective communication.
Manage client expectations and needs, ensuring high levels of satisfaction.
Diary management to ensure that action points resulting from client meetings are addressed promptly.⚡️ Processing of New Business:
Prepare meeting packs, including new business for signing up.
Handle application completion, submission, and follow-up, ensuring comp...