Administrator - Financial Services Industry
£25,000pa - £30,000pa depending on experience
Swindon - Office based
Full-time, Permanent
Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you!
My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Swindon. Working in collaboration with the team, you will provide administration support to the Financial Advisors, and become a point of contact for clients, answering their queries around mortgages, pensions, investments and protection.
Responsibilities
Submit applications to providers
Prepare paperwork for client meetings
Update the in-house CRM system
Liaise with providers by phone and email
Liaise with clients by phone and email
Using the quotation system for in-house services
Provide Advisors with template letters for completion
Submit online applications
Producing reportsPerson Specification
Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage, investment, pension, or similar sector, or as an IFA Administrator
Ability to manage own time and take initiative to search out solutions
Excellent communication skills
Good computer knowledge and ability to work with Microsoft Word and Excel
Ability to build rapport with clientsWorking hours for this role are Monday - Friday 8.30 am - 4.30 pm OR 9.00 am - 5.00 pm and it is a fully office-based role - please do not apply if you are looking for hybrid working
Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful
