Administrator

Role: Administrator

Location: Hungerford and surrounding areas

Salary: £26,000 (negotiable)

We are recruiting for one of our partnership business based in Hungerford. They are in need for a highly experienced Administrator to join their team to help support their financial advisers.

The role would be best suited for someone based in Hungerford and the surrounding area as the role will be office based to start with and then an opportunity to work from home but with regular meetings face to face.

This role would suit someone currently working as an Administrator who wants to move up to the next level. There will be opportunities to develop and step into senior administration roles.

Accountabilities and Responsibilities (but not limited to)

• Answer initial client contact, incoming calls, and emails, and responding to client queries where appropriate.
• To manage diaries, booking in all relevant business and personal commitments
• Contact clients to arrange meetings and confirm appointments and to obtain up to date information.
• To manage CRM system and client files, maintaining up to date records of clients’ personal details, plans and contact history. Scanning to electronic file all relevant paper documentation once activity complete.                                                    
• To obtain and analyse valuations and information for clients existing policies and investments and quotations and illustrations and supporting documentation and literature in preparation for initial and ongoing client meetings.
• To review and administer business pipeline to ensure relevant actions are taken. Accurately and proactively scheduling diary follow on and follow up events. Keeping client updated on timescales.
• Provide ad hoc research and administrative support to advisers and colleagues as and when required.
• Provide efficient resolution to client queries and ensure clients receive effective communication regarding case processing and timescales.

Competence, Knowledge, Skills required.

• 2 – 5 years’ experience in an administration role, preferable in the Financial Services or similarly technical environment, consistently delivering high levels of customer service and meeting client’s expectations.
• Strong attention to detail
• Strong background in client and product administration, managing multiple files at different stages with different moving parts.
• Strong communication skills gained within a client facing role.
• Strong IT literacy and navigation skills, operating complex industry systems and including Email, Word, PowerPoint, Excel, Database management tools.
• Ability to juggle workload, prioritise and deliver to deadlines.

This is a great role working for a business that will support and develop you. For more info and to apply, click below to talk your recruitment managers