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Finance Administrator

Eco Recruitment Group



£25000 - £26000/annum


Posted: 26/05/2023

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We currently have an exciting career opportunity for an experienced full-time Financial Services Administrator (Sales Support) to join our client who are within the financial and tax advice service. Working closely with our Paraplanners and Financial Advisers, you will be the first point of contact for our clients and providers. This is an administration role that is varied and challenging. You will be able to communicate confidently, display high levels of accuracy and attention to detail and work in an efficient and well-organised manner.

* Contacting providers by phone and email to chase up for requested information

* Completion of application forms, new client forms & related admin

* Preparing documentation and valuations for the Financial Adviser’s

* Preparing client letters and emails

* Coordinating incoming and outgoing post as necessary

* Assisting with admin matters, such as photocopying/ scanning and keeping client records up to date

* Maintaining and updating the back-office system with accuracy

The ideal candidate will:

* Will have proven experience in a Financial Services Administrator /Sales admin support role

* Financial services back-office system experience (intelligent office preferred)

* Will know their way around platforms and providers, pensions, income drawdowns and ISAs

* Proficiency in Microsoft Office

* Excellent organisational skills and the ability to multitask

* Have an excellent telephone manner and be able to deliver exceptional customer service

* Confidence to speak to clients, providers, and all levels of employees

* Able to work under pressure during our busy times

* Be able to produce accurate work

* Demonstrate they can be adaptable and happy to take on new challenges

* Experience in using Intelligent Office would be an advantage

Please note that If you have a strong administration background and would like to progres within the financial sector then you will be considered.

If you are interested in this exciting role then plese apply today as interviews are beginnning ASAP

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