Financial Services Administrator

Are you looking for a new Administrator role? I have a fantastic new opportunity based in Wolverhampton that might be of interest to you. It is a permanent vacancy which is open to candidates of different levels of experience and is offered a generous salary and annual leave entitlement.

Financial Services

Administrator

£25,000 - £27,000

Wolverhampton based

Office based (no hybrid)

Full time and permanent

Job details:To provide full administrative support to advisors, clients and other customers. To answer queries and complete tasks.

Day to day duties:

• Booking appointment for clients
• Completing pre-meeting administrative tasks and sending out welcome packs
• Log all client calls and queries into an internal CRM system
• Ensure protocols are followed, including FCA, GDPR
• Inputting client data into an internal system
• Create and send out business documents
• Provide administrative support to the paraplanning team
• Manage an inbox
• Provide cover in other departments where needed

Essential skills and experience:

• Experience working within Financial Services, insurance, banking, pensions or wealth management is essential
• Excellent administration and data entry skills
• Ability to adhere to GDPR and FCA regulations
• Customer service skills and professionalism via phone and email
• Full UK Driving License
• Educated to GCSE is essential
• Educated to A Level or Degree is preferred

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