Senior Administrator

Reed Insurance
Central London, London
15 Jun 2017
15 Jul 2017
Contract Type
Full Time
Our client seeks a Financial Services Administrator to join their growing team. The role is to provide first class support to the IFAs, technical administrators and their clients. The company in question place high emphasis on quality of service and this is fundamental to the success of the new Financial Services Administrator. Duties will be varied and will typically include but not exclusively;

Checking client files and ensuring all necessary documents are supplied by advisers; Processing new business through the relevant providers systems and chase until conclusion including chasing Letters of Authority; Managing client review procedures and organising client appointments; General client contact (phone and written);Production of client portfolio valuations; Preparation of client review packs.

Salary offered will be dependent on experience within Financial Services.

In order to be successful in your application for Financial Services Administrator you will need to evidence the following in your CV. Candidates unable to evidence will not be considered.

It is essential that the successful applicant have experience working in a Financial Services environment such as an Independent Financial Advisory or Wealth Management Firm. It will be essential that you understand common FS terminology. A desire to build a career in Financial Services is encouraged.

The successful candidate will also need to have excellent organizational skills and excellent attention to detail including written communication. You will be regularly in contact with clients and you will also need to have a professional telephone manner.

Reed Specialist Recruitment Limited is an employment agency and employment business