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Ref 08295
Position Permanent
Location Spalding
Salary £22222
Contact Catherine Kirby
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Financial Services Administrator
Location: Spalding, Lincolnshire
Salary: £22,222 pa
We are seeking another financial administrator to join our team in our offices in Spalding. The role involves the liaison between financial advisors, clients and financial product providers.
The job role requires you to:
Manage financial advisor diaries, booking and confirming appointments with clients, and arrange meeting rooms as required
Set up and maintain client records on our computer system (Intelliflo) with initial information and input client meeting notes keeping records up-to-date following administrative system processes
Liaise with financial product providers such as Quilter, Prudential, Legal & General chasing product information to progress applications
Correspond with clients via telephone, email and post, updating client records with notes of all conversations.
will need to be a great team player and have:
GCSE Maths and English or equivalent
Excellent communication skills
Excellent attention to detail ensuring accuracy of information
Previous experience in an administration role using MS Office, Word, Excel, Outlook and a database system
A professional telephone manner
A methodical and organised approach to work with the ability to prioritise work
Be able to work under pressure in a busy office environment
A willingness to learn
Company benefits include pension, life insurance and opportunity to develop and progress your career.