Financial Services Administrator

Financial Services Administrator

Leicester (our Ref AL1424) – office based, full-time role

Salary up to £26,000 dep on experience + benefits

My client is an established IFA based in Leicester and they have an exciting new opportunity for an individual to join their administrative team. Ideally you will have experience within Financial Services or Banking, although consideration may be given to individuals with strong administrative skills from other professional office environments.

The role

Provide administrative support to fellow staff members and clients

Taking calls and providing a high level of customer service

Open and distribute the post

Processing documentation and updating IT systems

Assist with processing new business

Responding to telephone calls and correspondence

Updating and maintaining computerised client records

Handle complaints in accordance with FCA guidelines

Ensure all business activity is FCA compliant

Conduct learning, development and training as needed

Develop and maintain professional working relationships with clients and colleagues

Prioritise workload

Skills and Experience:

Previous administrative experience, ideally within financial services or banking

Attention to detail

IT literate

Good organisational skills

Confident communicator

Conscientious approach to tasks

Experience of using Intelliflo (IO) and Platforms will be a distinct advantage

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