New Business Administrator

Clark James Recruitment are working with a leading Financial Services business, due to further business expansion our client is looking to recruit a New Business Administrator to join the business.

Our client is a long established and highly regarded firm of Independent Financial Advisers that specialise in providing wealth management advice.

Our client demonstrates core ethical values always acting with integrity and professionalism. To help our client achieve their mission they need an enthusiastic, passionate individual to join the team.

Role

• We are looking to recruit a full-time administrator for our busy New Business Department.
• Working in an open and collaborative environment as a key member of our talented team, this is a responsible, interesting position right at the heart of our Company.
• Processing incoming NEW BUSINESS
• General administration support for our Adviser Team.
• Routine maintenance of databases.
• Participation in strategic project work.
• General telephone & email enquiries.
• Liasing with clients.

Candidate

• Passionate and detail oriented - always crossing the 'T’s and dotting the 'I’s.
• Great people skills - adaptable and agile with your approach to others.
• Persistent - you see things through to completion.
• Quick to learn and understand.
• Extensive office administration experience essential.
• Ability to identify & prioritise tasks to meet required timescales.
• Good knowledge of Microsoft Word & Excel.
• Experience of accurately maintaining databases & spreadsheets.
• As well as regular internal training sessions, you’ll be given the opportunity and funding to study towards industry recognised professional qualifications.

Experience

It would be great if you also have (but it’s not essential as full training is provided);

• Experience in a Financial services or wealth management environment.
• Experience of working with the Intelligent Office System (IO).
• Experience of working in an environment adhering to the FCA principles.
• Experience of working with client sensitive information within the requirements of the Data Protection Act.

Package

• Basic salary to £30,000.
• Salary reviewed every 12 months.
• 35-hour week.
• Pension scheme, company will also contribute.
• Annual leave entitlement.