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Financial Services Administrator

WOW FACTOR:
Are you looking for an opportunity to join a global Financial Services company in the heart of the City? We are looking to speak with individuals who are wanting to kick start their career within the Finance sector, experience within an administration position is essential!
Exclusive Benefits: Study support offered alongside working
Progression Opportunities within the Finance Sector
Part of a relaxed, friendly, and inclusive team, where everyone is extremely hardworking and achieves their daily goals in a timely manner.
Hybrid working between home and office
JOB ROLE: Financial Services Administrator

JOB TYPE: Permanent

INDUSTRY: Financial Services
HOURS: 09.00am - 17.30pm
SALARY: £25,000 - £28,000* Depending on experience
LOCATION: Walking distance from Monument station.
DUTIES INCLUDE BUT ARE NOT EXCLUSIVE TO:
Ensuring that all client contact is carried out in a professional and courteous way
Answer telephone calls: transfer caller to the correct person or take accurate messages and pass to the relevant person
Meet and greet office visitors
Manage meeting room bookings as required
Communicate with providers by email, letter, or telephone
Check and input protection applications via the provider's website
Follow up/chase New Business by contacting the relevant provider; inform the advisor of progress and keep the advisor always informed
Check New Business submissions from advisers including relevant documentation
Prepare invoices and issue to adviser/client for payment to be made
Liaise with providers for outstanding statements, deal with queries
SKILLS, EXPERIENCE AND ATTRIBUTES REQUIRED:
A minimum of 2 years' experience in an administration support role (within Financial Services is advantageous)
Ideally experience supporting and working with Advisers/Brokers/Providers in a corporate setting
An understanding of the provision of financial advice to clients in a compliant manner
Excellent communication skills, both verbal and written
The ability to work under your own initiative with strong organisation skills
The ability to work under pressure, prioritising your own workload
Outstanding attention to detail, able to always maintain confidentiality
Client service focused
Knowledge of financial services products (life, pensions, investments, mortgages etc) and IFA back-office systems is required
Awareness of data protection, money laundering/financial crime/internet security measures
Good level of computer literacy with Microsoft Office knowledge and awareness of the use of databases
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Company
Office Angels
Posted
01/11/2022
Location
South East London, United Kingdom, gb