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Financial Administrator
Our esteemed client is a hugely successful and fast-growing LLP based in Brighton. They have a fantastic reputation across the UK and are looking to bring in a Financial Services Administrator to help grow their business even further.
Our client has a strong track record of promoting from within and this is a fantastic opportunity for an experienced admin to join the team and speed up their progression within financial services.
The role of the Financial Services Administrator is to work alongside our Team Leaders and Paraplanners to ensure the appropriate management of the client lifecycle using the AFS agreed policies and processes.
Experience with the Intelligent Office CRM is heavily desired.
Our client can offer a highly competitive salary of £23k – £28k (DOE) as well as a fantastic company pension, generous holiday allowance and an environment proven to nuture and develop its staff in line with their own individual career goals.
This is a rare and incredible opportunity to join a supportive company as it expands and grows.
The successful Financial Services Administrator will ideally have;
* Previous Experience of Intelligent Office (IO)
* A strong customer service ethos – able to build relationships of trust across a diverse client base.
* A process-driven attitude – able to follow defined processes to evidence adherence to AFS policies and standards, regulatory requirements and other compliance demands.
* Strong attention to detail
* Problem-solving skills– our client will require you to find solutions to issues and non-standard situations as they arise, ensuring appropriate escalation and documentation in line with complaints processes
* Collaborative Communicator – building relationships across the various teams and able to work with colleagues at all levels of the organisation.
* Able to prioritise and manage workload – work with Team Leaders and Paraplanners to understand and prioritise client-based workload while balancing day-to-day administrative tasks such as the maintenance of client data, documentation etc.
If this interests you then please act quickly and get in touch with us today.
We look forward to reading your CV
