Financial Services Administrator

  • Location:

    Farnborough, Hampshire

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Stephanie Ward

  • Contact email:

    stephanie.ward@search.co.uk

  • Job ref:

    Req/550594

  • Published:

    5 months ago

  • Expiry date:

    2020-03-06

A Financial Services Administrator required for a award winning financial advice business working within their centralised client servicing and administration unit. Based in Farnborough.

Duties are as follows:
* Process all servicing work in line with the Client Servicing Agreement
* Provide a variety of admin and customer service duties
* Liaise with advisors and clients
* Arrange annual review meetings
* Process valuations and provider queries
* Service queries including case updates, finance and policy information

Skills required:
* 5 GCSE's grades A-C/9-4 including Maths and English
* Knowledge of Microsoft Word and Excel
* Strong planning, administration and customer service skills
* Excellent communication and time management skills
* Data entry
* Excellent attention to detail
* Experience within Financial Services


For further information please contact Stephanie Ward on 01293 848181

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.