Experienced Financial Services Administrator
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|Job Type||Permanent full-time|
|Sector||FINANCIAL SERVICES - Sales Support|
- Experienced Financial Services Administrator
- Administer the existing client bank (circa 100 clients) – deal with new business arising.
- New clients – deal with administration of new business.
- Communication with clients – e-mails and letters/reports
- Reporting – to adviser, to clients and to colleagues.
- Controlling and prioritising workload
- Diligence and accuracy across every aspect
- Speed and efficiency
- Clarify and accuracy of communication – written and verbal
- Organisation of workload – prioritising
- Taking initiative and responsibility
- Industry relevant qualifications are a must, such as FPC 1, 2, 3, or equivalent)
- Ideally has knowledge of Standard Life Wrap Platform