Financial Administrator

THE COMPANY:
 
Our client is a successful and growing firm of financial advisors who are well known for providing an exceptional service to their clients.
 
ROLE: We are currently working with our client to recruit for a Financial Administrator working Monday-Friday at their offices based near Bournemouth.  This is a great opportunity to join a growing team and really make the role your own. The role will involve supporting the Advisors and delivering a high level of professionalism to ensure the clients receive an excellent service. Daily duties will include:

• Answering the phone
• Monitoring the admin inbox
• Dealing with client queries
• Supporting the advisors and clients throughout the application process
• Liaising with investment and pension providers to make sure clients are kept updated regularly
• Work to FCA approved standards, ensuring work is compliant and within data protection guidelines
• Data entry to keep the company database up to date and allow monthly commission payments to advisers
• Providing efficient administrative support to advisors and keeping them regularly updated
• Support other members of the administration team during absences due to holiday or illness

We would love to speak to candidates who have the following attributes:

• From a financial services background
• Organised and self-motivated.
• Have exceptional customer service experience with a flexible and adaptable approach.
• IT Literate with excellent attention to deal
• Personable, presentable and punctual
• Excellent communication skills

If you have prior experience working within Financial Services this would be highly beneficial however full training can be provided for the right candidate.
Salary: £20,000 – £26,000