We are looking for an experienced financial services Administrator to join our client s growing team, providing full admin support to the Advisers in their business.
- Based in Reigate
- Monday - Friday, 35 hours per week
- Hybrid (once fully trained)
- £25,000 - £26,000 salary (DOE) + bonus
Benefits:
- Private Medical Insurance
- 28 days holiday + bank holidays
- £150 towards new glasses
- Employer 5% Pension Contribution
- 4 x Death in Service Scheme
Job Description:
- Provide high level technical and admin support to the Advisers
- Deal effectively with queries from clients and other parties through effective communication
- Ensure that files are complete with all required client documentation
- Assist advisers and clients with their applications
- Write accurate and professional suitability letters
- Book client appointments
- Maintain accurate computer records and always follow the company s compliance process
- Help to progress clients applications by liaising with third parties
- Update information and creating tasks as required on the CRM system
- Send out trust forms, assisting clients with completing them, checking forms are correct when returned and if not liaising with the client correct errors
- Sending trust forms to third parties and documenting the process on the CRM system
Person Specification:
- Previous experience in a support role within financial services industry is essential
- Knowledge of relevant regulation and legislation (desirable)
- Experience of client management systems
- Excellent telephone client interaction skills and ability to build rapport swiftly
- Excellent written communication skills
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Good organisation skills and strong attention to detail
- Manages time effectively with the ability to multi-task
- Keeps calm when faced with conflicting demands and handles these effectively
- Always demonstrates a positive attitude
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.