Are you an Administrator with experience in Financial services?
Are you looking for a company with excellent training and career progression opportunities?!
The company are a Financial Advice Intermediary incorporating Wealth management, pension, investment, mortgage planning and insurance advice
The Financial Advisory business moved to the St. James's Place network 6 years ago and are now one of the fastest growing businesses in the network that manage over £200m of client assets.
The friendly and experienced team help clients achieve financial goals both today and, in the future, and the brokerage has built a culture of happy and motivated team members working with loyal clients who regard them as a safe pair of hands they can recommend to their friends and family with confidence.
The office is busy but has great facilities to relax with a Pool Table, Break out area with TV and Café.
The company socialise regularly. There is an annual overseas incentive. The company participates in regular charity work.
Administrator role
You will be an important member of the team providing administration support for the Wealth Advisors.
Every member of our team plays a key role in the customer journey, we have a tight knit friendly culture of teamwork and shared responsibility. We want to reward and celebrate success and give people the opportunity to advance their careers for those willing to put in the energy and enthusiasm to achieve.
Key responsibilities
- Providing administrative support across the business
- Completing basic suitability letters
- Maintaining and adding data to the back-office IT system
- Answering the telephone
- Scanning, photocopying and verifying documents
- Answering and replying to emails
- Liaising with clients
- Full Training will be given in order to complete the above duties to the best of your ability.
Ideally, we are seeking somebody who has experience of processing new business within a financial services role.
The Administrator Package
- Hours 8:30am - 5pm (Mon-Fri)
- £22,500 - £25,000 + Bonus
- 25 Days holiday
- Career progression
Administrator desired skills and experience
- Previous experience of working in the financial services sector
- IT Literate
- Exceptional attention to detail
- Good communication skills & polite telephone manner
- Ambitious
- Great interpersonal skills
- Self-motivated and be highly motivated and organised
Think that this role is right for you?
Contact us to arrange a call, we'd love to find out more about you.