Financial Services Administrator
3 months ago
Fleet
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: • Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients, • Booking annual review meetings, • Raising new business invoices, • Managing the pipeline efficiently and overseeing cases through to completion, • Handling new business queries from Advisers, clients, and providers The ideal candidate will have: • Previous Financial Services experience, • Excellent planning and organisational skills, with strong attention to detail, • A professional and friendly telephone manner, with the ability to build rapport with clients, • Strong time management skills, • A collaborative approach and the ability to work effectively as part of a team, • Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check