Job 163 van 1000

APPLY



Financial Services Administrator


We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: * Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients * Booking annual review meetings * Raising new business invoices * Managing the pipeline efficiently and overseeing cases through to completion * Handling new business queries from Advisers, clients, and providers The ideal candidate will have: * Previous Financial Services experience * Excellent planning and organisational skills, with strong attention to detail * A professional and friendly telephone manner, with the ability to build rapport with clients * Strong time management skills * A collaborative approach and the ability to work effectively as part of a team * Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check

APPLY

More jobs of your search