Financial Services Administrator

Wise Employment
£19,000 D.O.E
25 Sep 2017
03 Nov 2017
Contract Type
Full Time
Our client is looking for someone to join their busy team in Exeter. To provide full administration support to their Financial Services Team. The ideal candidate will be a highly motivated individual, with the aptitude to use own initiative, ability to pick things up quickly, have an eye for detail and multitask ensuring deadlines are met, in this very busy and varied role. A confident, professional & friendly disposition is essential as this is a very customer focused position. Just to give you a flavour, here is just some of the day to day things you will be responsible for:- ? Responding to client enquires and requests and chasing pending applications ? Obtaining valuations and policy information from product providers ? Preparing and processing review paperwork and documents for client meetings ? Online submission of new business to providers as required ? Maintaining client and policy records on office system ? Obtaining valuation details from the provider via letter, telephone or email ? Preparing and printing illustrations, key features documentation and applications as required This is a great opportunity for the right person to join and become a very important member of this very busy and successful team! If you think you have the skills, personality and drive for this role, we would love to hear from you now!
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