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Job Title: Financial Services Client Administrator Job Type: Permanent, Full Time Salary: £25-30,000 Location: Solihull (need to be able to drive) Job Description for Financial Services Client Administrator: Do you have experience within financial services? Do you have IFA knowledge? We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector. If you would like to work within an organization which recognises potential within their employees and promotes growth look no further, this is the perfect next step within your financial services career. Key duties and Responsibilities for Financial Services Client Administrator: Provide effective and efficient administrative support to a number of independent financial advisers and their clients. Process new business ensuring that all information input is accurate and is completed in a timely manner. Be a point of contact for a number of Financial Advisers, their clients, providers, and other members of the business. Ensure accuracy is maintained on all administration systems making sure that client information is accurate and up to date. Collate and prepare correspondence to both clients and providers. Undertake scanning and photocopying duties ensuring that appropriate documentation is scanned and attached to the relevant client records. Deal with daily post ensuring that anything urgent is processed and dealt with in a timely manner. Provide support and coaching for other members of the business. Contact life offices/ providers either via telephone or written communication. Chase new business pipelines ensuring that all new business cases are processed accurately and within SLA. To work collaboratively with all members of staff striving to deliver excellent client outcomes. Take personal responsibility to ensure that all workflow is completed to the highest of standards within company SLA's. Answering phone calls for the business in a professional manner Be able to delegate work effectively with clear communication to other administrators to ensure a smooth handover of work is achieved. To work closely with all members of the business to ensure priorities are met aligning with business goals, ensuring accuracy at all times. To support with annual client review meetings supporting with obtaining up to date client valuations. To action any other reasonable request made my directors/ managers of the business. Key Skills and Experience required for Financial Services Administrator: Experience within Financial Services. Excellent Attention to detail with the ability to work accurately and efficiently. Confident using Microsoft Office. Able to communicate effectively and professionally internally and externally with clients. Excellent telephone manner. This position is full time 9am-5pm Monday-Friday, 23 days holiday plus bank holidays. If you feel you have the relevant skills and experience please click APPLY or send your CV to
Job Title: Trainee Financial Services Administrator Job Type: Permanent, Full Time Salary: £20-25,000 Location: Solihull (must drive due to location) Job Description for Trainee Financial Services Administrator: Are you looking to start a career in financial services? Are you a business minded graduate? We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation. The successful individual will not need to posses knowledge of financial services or have a background within this; the key skills and attributes will be a strong attention to detail, the ability to understand technical and detailed cases with training and have strong verbal and written communication skills. The organization can provide growth and development opportunities. Key Duties and Responsibilities for Trainee Financial Services Administrator: Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to ensure correct processes are being followed on a case by case basis. Support financial advisers with communication and administration duties relating to clients. Provide an excellent customer service to clients to ensure satisfaction and build relationships with clients. Ensure workflow is completed with SLA. Work towards business goals and act as a key team player at all time. Deal with post to ensure any actions required from this are done in a timely manner. Key Skills and Attributes required for Trainee Financial Services Administrator: Have excellent communication skills both written and verbal. Graduate desirable for this role and to have a degree which is business related. Excellent attention to detail accuracy is key within this position. Very organized with the initiative to prioritise tasks. Strong IT skills. This position is full time 9am-5pm Monday-Friday, 23 days holiday plus bank holidays. If you feel you have the relevant skills and experience please click APPLY or send your CV to
Customer Services Technology Administrator 12 month initial contract Rate: £17.39/hr Umbrella (inside IR35) Solihull (hybrid working: 3 days per week on site minimum) As a Customer Services Technology Administrator, you will support various Customer Service and Portfolio managers through developing automation processes in Oracle and Salesforce to support the overall customer services management, accounts receivable management and end of lease term efforts. In your first week in this Customer Services Technology Administrator role, you can expect to: Identify and gather requirements from users and stakeholders, supporting with projects Support the workload for the team and become a small project owner for the automated systems Manage Salesforce configuration changes, including flow, fields, page layouts, record types, custom settings, dashboards, and reports Perform user training and create training materials. Help users with support tickets, following through to resolution. Manage and manipulate data using Excel spreadsheets, generating reports and analysing data as required. To apply for this Customer Services Technology Administrator role, your soft skills, expertise and experience should include: Data analysis skills Hands-on administration experience Collaborative attitude with the ability to focus on team projects Good presentation skills to present findings Strong communication and time management skills ability to liaise with users and enjoy learning new business processes to translate them into technical solutions Salesforce product knowledge & use of Power BI (desirable) Microsoft packages basic skills, intermediate Excel experience An understanding of banking applications to implement best practices for Direct Debits Please reach out to our friendly and welcoming team today to apply and register your interest for this contract hybrid Customer Services Technology Administrator position. Your CV will be forwarded to Jonathan Lee Recruitment, a leading engineering and manufacturing recruitment consultancy established in 1978. The services advertised by Jonathan Lee Recruitment are those of an Employment Agency. In order for your CV to be processed effectively, please ensure your name, email address, phone number and location (post code OR town OR county, as a minimum) are included