Are you a recent or newly qualified Graduate, with some administration experience, keen to develop your career within Financial Services?
An experienced Administrator is required to join a highly regarded and well-established Financial Services business in Sheffield, where employees are truly valued, supported and rewarded. Working within a team of 10, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on the client relationships.
Responsibilities will include:-
- Prepare personalised client packs for Advisers, prior to client meetings
- Obtain information from providers on clients existing financial arrangements
- Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales
- Upload the necessary documentation into the back-office system and scan other documents as required
- Deal with client and provider correspondence
- Ensure that the client file is compliant
- Be responsible for scanning and archiving client files
- To undertake any other duties commensurate with your grade, skills and experience
- To participate in appropriate company and departmental training, competence and development initiatives.
Candidate Requirements:
- Previous experience working in a busy administrative role
- Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook
- Commitment to pass basic financial industry exam within 3 months of employment (internal exam)
- Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure
- An articulate communicator
- Outstanding telephone manner with the ability to build rapport quickly
- Honesty, integrity and ability to maintain confidentiality
- Hard working and responsive to the need to deliver a high-quality support service
- Attention to detail and high standards of work
- Team player but must be able to work independently and use own initiative
Benefits:
- 35 hour week
- 25 days' holiday, increasing yearly to 30
- Pension matched to 7.5%
- DIS x4
- Income Protection
- Sick pay
- Free financial advice
- Support hub with counselling
- Plus a superb range of flexi-benefits