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Job description

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available.

Financial Services experience is desirable but not essential.

The Ideal Candidate will possess the following:

• A good work ethic
• Ability to work as part of a team or on their own, using initiative
• Highly organised & methodical with excellent attention to detail
• Confident with figures
• Good communication skills
• Friendly and helpful telephone manner
• Ability to work to deadlines and under pressure if required

Duties will include but are not limited to:

• Assisting with the preparation of client files/onboarding admin for new clients
• Answering the telephone and dealing with queries
• Making outgoing calls to insurance companies to obtain client valuations and information when required (from time to time)
• Putting together client valuations and inputting these on to Excel spreadsheets

Full training and support provided with opportunities for growth and development within the company.

If you have not heard back within 10 days, please assume your application has been unsuccessful.

Job Types: Full-time, Permanent

Salary: £24,000.00-£28,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person