Financial Services Administrator

Salary £25k to £28k DOE | Hybrid

Our client, a forward-thinking Financial Advisory firm is seeking a Financial Services Administrator to join their team based in Torquay on a full-time, permanent basis.

Your role will be based around providing administrative support to Managing Directors/IFA’s, and you will be a primary contact point for the Financial Services business.

This role is primarily office based with one day a week working from home, working hour 09:00am to 17:00pm.

Your responsibilities include:

• Typing correspondence, forms, and documents on behalf of the Managing Director/IFA’s
• Checking work for typographical and grammatical errors
• Ensure all client matter details are recorded, updated, and completed in full on the firm’s databases
• Dealing with telephone calls and recording messages for team members
• Producing quotations, illustrations, research, and reviews at the request of the Managing Director/IFA’s
• Contacting clients or team members upon instruction

Skills/Qualifications/Experience:

• Ideally you will have prior Financial Services, Insurance, Banking, Business Services etc
• You will be an excellent communicator and able to deliver impeccable client service
• You will possess a thorough understanding of Financial Services products and procedures
• You will have knowledge of the local market
• You will be enthusiastic, committed and motivated to team success and growth

The Benefits:

• 25 days holiday plus bank holidays
• Access to a Company Pension Scheme
• Access to Private Medical Insurance
• Christmas shutdown - no holiday needed
• Parking
• Group Critical Insurance and Group Income Protection
• Employee Assistance Programme
• DIS x 4

Ref: 10289

Recruitment Consultant: Joanne Howell