Financial Services Administrator
Location:Farnborough
Salary:Up to £30,000 + Benefits
Our client, based in Farnborough, is seeking a highly organised and customer-focused Administrator to join their Business Support team. This role is ideal for someone with strong administrative and customer service experience, preferably within Financial Services, who thrives in a fast-paced environment and can meet deadlines and targets.
The Business Support team acts as a centralised administration and client servicing function, delivering end-to-end support to both clients and consultants. This role plays a key part in ensuring a seamless and high-quality client experience by working collaboratively across departments.
You will be responsible for liaising with advisers and clients to coordinate annual review meetings, preparing appointment documentation, and producing valuation reports. Strong organisational skills, attention to detail, and a professional telephone manner are essential.
Key Responsibilities
1. Coordinate and schedule annual review meetings for Premium Support Consultants, as well as handling additional booking requests
2. Liaise with advisers, clients, and third parties t...