KCR Solutions are delighted to be working with this successful financial services business to recruit a Financial Services Administrator. Your duties will be as follows:
- Providing efficient and effective administrative support to the financial advisers
- Creating new client packs
- Organising and producing all documentation as required
- Contacting providers regarding client's policies
- Inputting data on the system and ensuring all information is up to date
- Providing weekly reports for the advisors
- Liaising with clients via telephone and email
You will have strong organisational and time management skills and have worked in a similar role in the financial services industry. Solid Microsoft Office skills are essential.
This role will suit someone who is keen to develop and progress with a successful business.