Blakemore Recruitment are proudly assisting a well established, leading Financial Services organisation seek their next Business Support Administrator to join their expanding team in Farnborough.
The purpose of this role is to liaise with Advisers and Clients to arrange and book annual review meetings, produce valuations and carry out a range of servicing tasks.
The role:
1. Work as part of the Business Support Team to support the company's Propositions.
2. Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
3. Update our back office system, to ensure accurate client data and information throughout the process.
4. Maintain fully compliant files making sure all documents are held on the company's Document Management/workflow and diary system in a timely manner to allow instant access to all staff.
5. Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
6. Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
7. Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
8. Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
9. To participate in project related work, working as one team to meet company goals and targets.
10. To provide support to your colleagues where workloads need to be spread across the team to reach team goals.
Do you have;
11. Administration and customer service
12. Telephone based experience
13. Financial Services experience
If this role sounds interesting to you, please get in touch.