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Reigate, Surrey Lloyd Recruitment - Epsom

We are looking for an individual who has gained previous Financial Services experience to join our client, where you will work as a Client Support Administrator, based in Reigate.

Joining this small and friendly team you will be providing administrative support as well as working closely with the Client Support Team to ensure a seamless experience for all.

A background in Financial Services is essential, and a strong knowledge of financial products.

Details & benefits:

  • 25,000 to 30,0000 per annum
  • Hours are 9:00-17:00, Monday to Friday(office based)
  • 23 days annual leave plus bank holidays
  • Birthday day off
  • Quarterly work events.
  • Fully funded training
  • Annual salary and bonus reviews

The Role:

  • Support Financial Advisors by providing full administrative support to clients
  • Assist in client meetings, appointment scheduling
  • Confidently liaise with providers and other third parties to obtain financial information on behalf of clients.
  • Assisting with projects as they come up.
  • Work with Financial Advisors and Client Operations managers to ensure effective operational organisation of the team.
  • Using initiative to manage your workflow, tasks, and achieving outcomes agreed with your supervisor.
  • Must be able to work as part of a team.
  • Relevant pensions administration experience is advantageous.

Apply now!

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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

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