Administrator
Full Time
Job Description
- Supporting the Financial Advisers in administration of Financial Services process
- Creating client files, inputting mortgage Life, Pension and home insurance applications online.
- Following up with clients keeping them informed and following up on outstanding information;
- Proactive pipeline management, liaising with financial institutions, Solicitors, GP’s and following up outstanding requirements
- Issuing business and closing files,
- Compliance cross checking and archiving.
- Liaising with colleagues to assist in sales process when required;
- Any other ad-hoc tasks that may arise.
Required Knowledge, Skills, and Abilities
- 1-2 years’ experience in an administration position;
- Experience of financial intermediary market an advantage but not a requirement.
- Proficient in MS office packages; specifically, Excel and Word
- Excellent interpersonal skills, good ability to multitask and meet deadlines
- Ability to work in a fast paced environment
- Highly motivated with an ability to take ownership and with strong attention to detail
- Ability to use discretion and maintain confidentiality at all times.
Reference no: 83888