Administrator - Gatwick Area - Fantastic Opportunity Within a Financial Support Organisation

Coast Specialist Recruitment
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Our client is a wealth and financial services support organisation that uses the very best technology to aid their clients and help them provide the best service possible.

A position has become available for a Wealth Administrator to join a dynamic and fast growing team, providing administration support for Financial Advisers. The role will include processing applications, servicing clients and supporting IFAs.

Role & Responsibilities:

  • Using Enable to enhance our client records.
  • Calling providers for valuations, requesting information for new requests for data.
  • Using provider platforms to obtain information.
  • Scanning and maintaining the mail for our member firms.
  • Supporting the financial advisers and servicing clients.
  • Dealing with referrals and enquiries from customers.
  • Processing applications.
  • Managing small scale projects.

Skills & Qualifications:

  • Recent experience of working as an administrator within a previous financial services organisation or IFA practice.
  • Attention to detail and accuracy are paramount to this role.
  • Good communicator on the telephone, and someone who purveys confidence to clients.
  • Good excel skills.
  • Minimum of GCSE grade A-C in English and Maths.

Due to the high number of applications received, unfortunately we will only be able to respond to successful applicants.