Financial Services Administrator

Financial Services Administrator focuses on this is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers.

What the role involves

• This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers.
• Plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments.
• Processing new business applications and associated paperwork through to submission.
• Carry out client identity verification checks where required.
• Chase applications, transactions and client requests through to completion.
• Plan records on Intelligent Office.

Skills and requirements

• Administrative, office, reception, data, systems, or coordination experience may be useful.

Confirmed role details

• Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Cirencester office on a full-time, permanent basis.
• Monday to Friday 9am to 5pm - 2 days per week working from home.

Candidate fit

• Using initiative effectively and work collaboratively to support positive client and business outcomes.