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Financial Services Administrator

Job Posted: 8 days ago

Salary: £ 27,000 - 35,000 / Annum
Job Type: Permanent
Location: Fleet, Hampshire

Expire in: 20 days

Job Description

We are working with a long standing, established Financial Services firm who are looking to expand their team.

We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key.

Key responsibilities include:

  * Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients

  * Booking annual review meetings

  * Raising new business invoices

  * Managing the pipeline efficiently and overseeing cases through to completion

  * Handling new business queries from Advisers, clients, and providers

The ideal candidate will have:

  * Previous Financial Services experience

  * Excellent planning and organisational skills, with strong attention to detail

  * A professional and friendly telephone manner, with the ability to build rapport with clients

  * Strong time management skills

  * A collaborative approach and the ability to work effectively as part of a team

  * Proficiency in MS Word and Excel

Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check

Before You Apply

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