Financial Services Administrator

�?Financial Services Administrator�?

LOCATION: Wellington, Somerset (Office Based)

SALARY: Circa £30,000 PA DOE

HOURS: 8:45am - 5:15pm (1 hour for lunch)

?? Are you experienced in working within a regulated industry? ??

Our client, a highly successful and reputable financial services organisation, is seeking a skilled Client Relationship Administrator to join their friendly and welcoming team. With a strong commitment to their staff's well-being and long-term growth, this company offers excellent career progression and development opportunities.

�? About the Role:

As a Financial Services Administrator, your primary responsibility will be to provide exceptional administrative support to the Financial Consultants. You will play a vital role in maintaining excellent client relationships and ensuring efficient service delivery.

?? Client Servicing:

• Serve as a friendly and professional point of contact for clients and handle any administration queries efficiently.
• Arrange client meetings, both existing and prospective, to facilitate effective communication.
• Manage client expectations and needs, ensuring high levels of satisfaction.
• Diary management to ensure that action points resulting from client meetings are addressed promptly.

?? Processing of New Business:

• Prepare meeting packs, including new business for signing up.
• Handle application completion, submission, and follow-up, ensuring compliance and timeliness.
• Verify the accuracy and completeness of all documentation.
• Request and distribute necessary documentation, such as policy details and quotes.
• Perform accurate fund switches, rebalances, and other trades within set timeframes.

?? Client Reviews:

• Organise client review meetings, prepare client valuation and review reports, and maintain compliance-oriented client files.
• Timely despatch follow-up letters.
• Implement agreed-upon actions resulting from client reviews.

?? Other CRM Duties:

• Provide general administrative support, including scanning, photocopying, and letter writing.
• Maintain client records on the back-office system, ensuring accuracy and compliance.
• Record client or company contact details and upload file notes to the system.
• Process surrender requests, death claims, and other financial transactions.
• Offer holiday and sickness cover for other CRMs within the organisation.
• Refer significant risk issues to the Directors when necessary.
• Actively contribute to team and company development.
• Enhance industry knowledge through external and internal resources.

????? Job Requirements:

• Knowledge of retail financial products and regulatory guidelines.
• Strong analytical and problem-solving skills, with an eye for detail.
• Excellent organisational and time management abilities, even under pressure.
• Effective communication skills, both written and verbal, with proficiency in IT.
• Proactive approach to work, taking ownership of tasks, and being accountable.
• Calm and considered outlook when addressing challenges.

�? What our client offers:

• Attractive salary of circa £30,000 per annum and annual company bonus scheme.
• Generous annual leave allowance of 25 days, plus Bank Holidays.
• Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture.
• Conveniently located luxurious office.
• Pension scheme for long-term financial security.
• Friendly and highly welcoming team.
• Impressive local reputation.

? Take the next step in your career and join our client's highly reputable financial services company!?

NEXT STEPS… If this position has caught your attention and you would like to apply then please do so online or email your CV to . If you'd prefer to speak on the phone before applying then we really do welcome you to call for a chat on .

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• Support from a personable and dedicated team of experienced Consultants.
• We keep in touch! Once we place you in your new role, we keep in touch for your first few weeks to ensure you are happy and settled in.

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