Administrator (Financial Services) – Leicester
Ace Appointments Midlands Ltd are recruiting, on behalf of a client, for an experienced Administrator supporting our client specialising in the Financial Services industry.
Location: Office based within central Leicester
This role is open to recent graduates or those seeking to pursue a career within the financial services sector.
The successful candidate will be responsible for supporting a paraplanner and adviser, by providing successful delivery of operational and administrative support.
Job duties include:
Preparing client files for reviews
Preparing and submitting new business (investments, pensions and protection cases) to providers as well as ad-hoc client requests
Undertaking research and report writing for non-complex cases
Liaising with adviser and clients to ensure excellent service is delivered
Ensuring all client documentation is correctly recorded
Ensuring all systems and case notes are updated with progress and a clear audit trail is available
Acting as the first point of contact for clients and resolving queries/problems in a timely manner
Contacting clients and arranging appointments
Providing a dedicated and professional support service to advisers and clients
Providing regular ad-hoc management information (MI)
You will be able to demonstrate the following skill sets:
Previous Independent Financial Services experience is ideal but not essential
Knowledge of Truth, Intelligent Office is desirable
Organizing and planning
Strong written and verbal communication skills
Timely response times
Good telephone manner with the ability to build rapport and provide excellent customer service
Positive customer feedback
Accuracy and attention to detail
The ideal candidate will be seeking to grow or build upon a career within the Financial Services industry.
Should this role be of interest to you, please submit your CV to Elisabeth Best for consideration.