Are you an experienced administrator with a financial services background, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities?
This organising who provided financial guidance to HNW individuals and corporations and genuinely support their employees career aspirations and development, are looking for a professional individual with a can-do attitude.
Duties for this role will include:
- To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.
- Liaising with insurers/providers and third parties, providing information and updating systems
- Preparing packs for the advisers which combines various reports and documents
- Maintaining a clear audit trail within the back-office system and keeping colleagues updated with progress reports
- Involvement with post review work, including checking and formatting meeting notes, following through on some client actions, updating our back-office system and insurer/provider systems
- Learning and understanding financial services terminology
- Managing the volume and prioritisation of work
You will have:
- Organised with the ability to multi-task.
- Experience working in a regulated or professional environment
- High level of accuracy and attention to detail.
- Experience of operating in a regulated environment, especially the Financial Services industry, would be a strong advantage but is not essential.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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