Job Description-Retail Financial services administrator
We are seeking an Administrator to join the Client Support Team at the London Branches Hybrid working.
The role will be suitable for someone who has a background as an administrator within the financial services industry, either working for an IFA or Insurance Company or platform.
You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be preferable.
The role requires an individual who is experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times.
Successful Candidates will have:
At least 1-2 years' experience working for an IFA , or Insurance Company
Suitable technical knowledge
Education ideally to A Level standard, with at least 5 GCSE's, including Mathematics and English
Computer literacy with the ability to use Microsoft Office and ideally have experience of using CRM platforms.
Candidates will ideally have:
A current working knowledge of dealing with Pensions, Investments,
Experience with platform providers and Life Assurance companies
CF1 or suitable industry qualifications
This role offers an impressive benefits package and real opportunity to progress your career. Support for certifications and training provided