We have a vacancy for a full-time Financial Services Administration Assistant to join our professional team. The successful applicant will be based at our Head Office in Colwyn Bay. You will work in a team that deals with client queries, relating to mortgages, life assurance, pension and investments as well as liaising with product providers, general administration and arranging client meetings.
Specific Responsibilities:
The key responsibilities of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the company.
* Taking phone calls, enquiries and requests, and dealing with them as appropriate.
* Client correspondence, written and verbal.
* Processing new business.
* Preparation of client review packs and booking client reviews/meetings into the advisers diary.
* Back office support.
* Dealing with product providers, lenders and other stakeholders.
* Ensuring that all client administration is carried out in accordance with the firms procedures.
* Maintain client records on our back-office system to ensure that all client/firm documentation is well presented, accurate and complaint.
Experience & Skills:
* The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.
* Previous work experience in Financial Services would be advantageous.
* Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
* Excellent communication skills including written and telephone.
* Analytical and problem solving skills.
* Excellent planning and organisational skills.
* Confident with IT and office software packages (Word, Excel etc).
* A team player with a positive attitude.
Benefits:
* Potential for career progression and financial support for achievement of relevant qualifications.
* A competitive salary based upon experience.
* Cycle to work Scheme.
* Pension.
* Life Insurance.
* Income Protection
* Team events.
* Free onsite Parking.
* Access to financial planning and mortgage advice.
Job Type: Full-time
Pay: £12.71 per hour
Benefits:
* Company events
* Company pension
* Cycle to work scheme
* Financial planning services
* Free parking
* Life insurance
* Sick pay
* Store discount
Education:
* GCSE or equivalent (required)
Experience:
* Administration: 2 years (required)
Work authorisation:
* United Kingdom (required)
Work Location: In person