Overview

We are searching for an experienced Financial Services Administrator to join a well-established financial services company in the Twyford area. The role is highly Client focused and we are looking for a candidate with great customer service skills and accurate administration. This is an excellent opportunity to become a Paraplanner as your experience with the Company develops, with full training provided within a friendly and supportive team.

Responsibilities

• Providing a range of administrative support to the Client Support team
• Building successful working relationships with clients
• Researching and handling client enquiries swiftly and professionally
• Accurately updating and maintaining the Company CRM system
• Building an awareness of current legislation, regulatory and sales advice processes following FCA procedures
• Additional ad hoc administrative support to the team

Requirements

• Previous customer service and administration experience gained within a financial services environment - this could be pensions, banking, mortgages, investment or wealth management
• Well spoken, confident and polite telephone manner
• Good organisation skills and strong attention to detail
• Must have own transport

‍If you think you’re suitable for this role, then please click ‘APPLY’ now!‍

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‍Recruitment Note
Due to the unprecedented volume of response we are currently receiving, regrettably we are no longer able to respond to every application individually. If you have not heard back from us within 5 days, please assume your application for this role has been unsuccessful. We do read each CV carefully and if the situation changes or another potentially suitable role becomes active, we will be back in contact.