Technical Administrator (financial services)

Trowbridge, UK
06 Jul 2019
24 Jul 2019
Contract Type
Full Time
Seeking a strong administrator with experience working for an IFA or part of financial services company

Your new company
A bespoke Wealth Management company, experts within their field with a excellent reputation for offering tailored financial planning advice to professionals, business owners and private clients.

They are an ambitious organisation, with a collaborative working ethos and the opportunity to 'have a say' in this forward thinking and successful organisation

Your new role
Working within the Service department your role will primarily be to assemble and organise client information at the necessary points in a clients journey.
Your duties will involve but not be excluded to the following:
  • Correspond with policy providers on behalf of the client
  • Correspond and be a general liaison with the client
  • Submit any new business on behalf of the client
  • Facilitate the annual review process of our clients
  • Process new client information in preparation for their first report meeting
  • Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).
  • Basic admin duties

What you'll need to succeed:
Experience in administration within a financial sector is required.
For example:
    • Has worked for an IFA before
    • Part of a technical team within a financial services company
    • Administration role within pensions / investments / insurance - technical knowledge of a high level
  • Excellent IT skills in MS Word & Excel
  • The ability to work under pressure to deadlines
  • Attention to Detail
  • Professional telephone manner and superb customer service skills

What you'll get in return
This is an exceptional opportunity for the right personality to get stuck into a varied, diverse and challenging role, that will be hugely rewarding.
Hours are 37.5 per week, ideally 9am to 5pm (half hour for lunch) - there can be flexibility on timings here. 9:30am to 5:30pm for example would also be accepted.
Quarterly discretionary bonus

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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