Job Description for Financial Services Client Administrator
We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector.
We are proud to be accredited 'investor in people' which is reflected across our business in length of service and career progression of our employees.
Our experienced, passionate, and friendly team will provide you with excellent training and support.
We are not a faceless company, quite the opposite: we strongly believe in the personal touch with everything we do.
We are working on behalf of our client who is seeking an experience Administrator to join their Customer Service department, with back office administration duties as Customer Service Administrator.
The successful Administrator will have demonstrable skills in accuracy and attention to detail, to ensure they provide a comprehensive administrative service to their customers.
The focus of the role will be on responding to customer queries on phone and email, accuracy and cross checking data between systems, accurately customer contracts, quality checks, processing bookings and reporting.
Job Description for Trainee Financial Services Administrator
We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation.
Are you looking to start a career in financial services?
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.
An expanding, global business with headquarters in Buckinghamshire, are looking for an experienced administrator to join their busy scheduling and servicing team in Coleshill.
Working within a busy team, this role is pivotal to the successful support operation that they have in place, ensuring a first class ervice is delviered at all times to uphold their impeccable reputation.
An exciting opportunity to join a thriving business who keep going from strength to strength and are a well respected competitor in the market.
My client, a national organisation and a market leader in their field are currently growing their customer service team and have an opportunity for a full time Customer Service Administrator to join them on a permanent basis.
We are looking for a Customer Service Administrator to join our Redditch based clients team on a permanent basis.
Supporting the smooth running of projects taking place within customers properties, you will liaise with customers, contractors and project managers on a daily basis, ensuring any issues are dealt with in a timely manner and providing regular updates to customers throughout their project.
This role is for you if you are a financial services administrator, ideally with experience within a financial advisory practice.
With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
This nationwide business provides holistic financial advice on a whole of market basis.
The Administrator is responsible for providing effective admin support to teams and colleagues across Cranstoun Birmingham services, so the organisation can work well and do well.
As part of an admin team, you'll need to be a team player as well as being able to work on your own initiative.
You'll need excellent communication skills as you'll be providing a welcoming and informative front of house and telephone service to all our customers.
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
General
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.