Financial Services Administrator - 7 Month Contract

Radley Recruitment
Farnborough, UK
18 Sep 2019
02 Oct 2019
Contract Type
Full Time
Financial Services Administrator - (Financial Services) Salary £18,000 - £21,000 DOE + bonus + pension + excellent benefits

7 month Fixed Term Contract

Based: Hampshire

Our Client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SME'S. They are looking for an individual with administration experience ideally gained from within the financial services industry - although this is not essential.

Key Responsibilities of the role:
  • Support Financial Advisors with the delivery of administration support focusing on new business and client servicing
  • Carry out end to end processing of new business cases
  • Update back office systems, ensure accurate client data throughout the sales process
  • To promote teamwork by helping colleagues and consultants to meet client service requirements
  • Organise and manage time to ensure delivery of SLA's to meet consultant and client expectations both in terms of timeliness and quality
  • Building relationships over the telephone with both Clients and Product Providers
  • Build relationships with internal colleagues
  • Operating within the company's Treating Customers Fairly Principles at all times

    Candidate Requirements:
  • Ideal candidates will have up to 2 years administration experience ideally within Financial Services although this is not essential
  • Will have a good understanding of Microsoft office packages and strong communication skills over the telephone and in written correspondence
  • Will have experience of supporting other team members and staff and possibly speaking to customers over the phone
  • Good organisation and time management skills
  • Proficient in Excel and Word
  • Strong communication skills and excellent team player

    This is an excellent opportunity to join a market leading Business and progress your career in Sales Support. Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system.

    Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.

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