• Contract TypeContract Type:
    Permanent

  • About The Role

  • Purpose

    This is a full-time administrator role in a financial adviser practice in Church Crookham, near Fleet in Hampshire supporting 4 advisers.  
    We are looking for a motivated, experienced financial services administrator to provide support in a variety of tasks to the office.

    Responsibilities
    • Obtaining accurate policy information and preparation of data for client meetings
    • Manage with provider application process from submission to completion, maintaining communication with all parties
    • Preparation of correspondence including letters and emails to clients
    • Preparation of client review letters and reports for approval by the Financial Adviser and prepare of accompanying documentation as required
    • Drafting of simple new business reports of clients for approval by the Financial Adviser
    • Uploading case documentation for compliance checking onto our CRM, Intelligent Office
    • Answering the phone
    • Scan incoming post
    • General admin duties as required
    • Ad hoc client projects

  • About You

  • Knowledge

    • A good level of relevant experience Financial Services, minimum 2 years
    • Previous experience of Intelligent Office an advantage
     Qualifications
    • You may have relevant qualifications e.g. Financial Administration etc
    •  You may be studying the Chartered Insurance Institute RO examinations
    Skills/Other relevant information
    • Excellent verbal/written communication skills
    • Excellent interpersonal skills when dealing with both adviser and client queries to ensure a consistent standard of service
    • Eye for detail to maintain accuracy on client records
    • Strong Microsoft office skills – Word, Excel & PowerPoint
    • Possess strong organisation skills to manage multiple tasks and priorities effectively

     

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