Financial Services Administrator/Receptionist

Job Place Ltd
20000.00 - 25000.00 GBP Annual
20 Sep 2019
26 Sep 2019
Contract Type
Full Time

Job Place has been appointed by this friendly, professional and forward-thinking Financial Services Advisors in Fareham to recruit for a Business Administrator/Receptionist on a Full time and permanent basis

This is an exciting opportunity for an experienced administrator to work as part of a professional team and providing a support service to financial advisers, colleagues and clients.

Key Duties will include

  • Processing and tracking of all new business
  • Arranging quotes and checking accuracy for client literature
  • Issuing and sending out policy documentation
  • Updating files with new information and policy details
  • Greeting visitors and telephone callers

This is a non-regulated role within a busy Financial Advisers but will require someone capable of adhering to FCA rules and ensuring that the firm are compliant with GDPR.

Skills Required

  • Minimum of GCSE Level English or equivalent
  • Administrative Experience
  • Previous experience of working within an IFA or similar organisation
  • IT Literate and a good working knowledge of Microsoft Office packages
  • Demonstrable customer service skills
  • Preference will be given to applicants with Financial Services Qualifications.

Similar jobs

Similar jobs