Senior Financial Services Administrator

Senior Financial Services Administrator
Wirral
£25-27k Depending on experience
Mon-Fri
My client based in the Wirral is looking to recruit a Senior Financial Services Administrator to work within their growing business. You will be expected to look after 3 x Financial Advisors and dealing with new business submissions.
Duties and responsibilities:
* Act as first point of contact responding to client queries, supporting both new and existing clients
* Take ownership for all assigned tasks, monitor progress, and ensure all planned work is on schedule
* Keep an accurate records of Adviser charges and ensure they match Client agreements
* Keep an up to record of New Client Leads
* Process of new business / servicing changes on Provider platforms and update CRM system
* Monitor all new business and servicing requests to ensure all information and documents are received in a timely manner, including the updating of Clients records
* Produce and package full Client meeting packs for 'sign up' meetings and ensure new Client packs are available for each designated/allocated Adviser
* Produce and package client annual review packs for advisors - appointment and electronic
* Assist with opening, scanning and distribution of incoming post. Processing of external post to meet pre-advised cut off time
* Assist with hospitability - ensure Boardroom and Client Meeting room are fully stocked with refreshments, kept tidy and are secure. Provision of refreshments to clients/guests as required
* Produce and maintain updated POD reports of current service cases for advisors
* Answer phones and respond to emails as well as other administrative duties as needed
If you feel you have the relevant experience, please apply today!

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