Financial Services Administrator

  • Location:

    Farnborough, Hampshire

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Stephanie Ward

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


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

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