The Administrator will work closely with our team of financial planners, providing quality customised support to meet our clients needs.
Excellent computer skills essential
Must have fluent English
Build positive relationships with co-workers and clients alike.
Excellent numeric, written and oral communication skills.
Strong attention to detail and the ability to think quickly.
The ability to work unsupervised and be self-motivated.
A high proficiency in Microsoft Office programs and ancillary software
Proficiency in social media marketing will be an advantage.
Strong customer service skills, orientation and focus.
A creative individual with the ability to work autonomously as part of a team in a fast paced environment.
Expectations & Tasks:
Understand and address client inquiries in a timely fashion
Handle telephone inquiries in a professional and courteous manner
Thoroughly document queries, investigations, and actions
Escalate issues to Management and Financial Advisors as appropriate
Providing general office administrative support including filing/scanning/photocopying, post/franking, processing payments, answering the telephone, note/message taking
Maintain customer/policy records through the client management system and associated IT solutions
Support the team in delivering a full client service proposition in a professional, timely and efficient manner including new business, mid-term adjustments and renewals.
Ensuring that all compliance procedures are adhered to on a day to day basis
Assisting the financial planners
Support financial planners in the annual review process for clients.
Manage relevant processes and procedures to ensure that all client files are complete and fully compliant.
Attend staff and training meetings when necessary.
Communicate with Providers to manage and follow up
Collate client reports as instructed by Management and Financial Planners
Perform the role of office receptionist and ongoing day to day office management
1-2 years Office Administration experience preferably in a Financial Services environment
Qualifications/ Skills & Competencies:
QFA or relevant industry qualification preferable but not essential
This role will initially be on a ten-month contract basis covering maternity leave, with a view to full-time permanent for the right candidate.
We are a Financial Broker based in the Midlands offering a broad range of financial services and advice to corporate and private clients including
Life Assurance, Income Protection, Pensions, Investments, Savings and Mortgages.
Due to un-precedented growth, the company is seeking to recruit an administrator who will play an essential role in supporting the team of Financial Consultants and our clients.