Financial Services Customer Services

First Recruitment Services Limited
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

Financial Services Customer Services

Horsham, West Sussex

£21,000 - £22,000 plus Pension, Healthcare, 22 days holiday rising to 25 plus statutory bank holidays, free on-site parking.

This is a permanent, full time role

Our client is a very successful and ambitious company seeking an experienced Customer Services Administrator from either a financial services background or regulated environment to join their growing business, operating from the Horsham office.

They can offer you a dynamic and progressive working environment, strong management support, ongoing training and personal development, a competitive salary, and excellent benefits package.

Main duties:

  • Point of contact for client queries and assisting with application completion
  • Preparing client review statements and information, including performance stats
  • Dealing with new and existing business via online systems/platforms
  • Extensive use of in-house software and to ensure client records are fully updated on the back office system
  • Researching and preparing quotes and liaising with providers on terms
  • Submitting new business and following through to completion stage - pensions/investments/protection and fund switches
  • Dealing with adviser queries including some investigation work where necessary

The ideal candidate will have the following skills and experience:

  • Clear focus on providing excellent client service
  • Proven ability to work well in a team environment
  • Proficient in the use of Microsoft Office software
  • Submitting business via online systems
  • Current technical knowledge of Pensions, Investment and Protection products, gained within an IFA environment
  • Excellent written & communication skills
  • Highly organised with the ability to manage own workload, working under pressure with a high level of accuracy

First Recruitment Services are acting as an employment agency in relation to this vacancy.