We have a vacancy for a full-time Financial Services Administration Assistant to join our professional team. The successful applicant will be based at our Head Office in Colwyn Bay. You will work in a team that deals with client queries, relating to mortgages, life assurance, pension and investments as well as liaising with product providers, general administration and arranging client meetings.
Specific Responsibilities:

The key responsibilities of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the company.

• Taking phone calls, enquiries and requests, and dealing with them as appropriate.
• Client correspondence, written and verbal.
• Processing new business.
• Preparation of client review packs and booking client reviews/meetings into the advisers diary.
• Back office support.
• Dealing with product providers, lenders and other stakeholders.
• Ensuring that all client administration is carried out in accordance with the firms procedures.
• Maintain client records on our back-office system to ensure that all client/firm documentation is well presented, accurate and complaint.

Experience & Skills:

• The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.
• Previous work experience in Financial Services would be advantageous.
• Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
• Excellent communication skills including written and telephone.
• Analytical and problem solving skills.
• Excellent planning and organisational skills.
• Confident with IT and office software packages (Word, Excel etc).
• A team player with a positive attitude.

Benefits:

• Potential for career progression and financial support for achievement of relevant qualifications.
• A competitive salary based upon experience.
• Cycle to work Scheme.
• Pension.
• Life Insurance.
• Income Protection
• Team events.
• Free onsite Parking.
• Access to financial planning and mortgage advice.

Job Type: Full-time
Pay: £12.71 per hour

Benefits:

• Company events
• Company pension
• Cycle to work scheme
• Financial planning services
• Free parking
• Life insurance
• Sick pay
• Store discount

Education:

• GCSE or equivalent (required)

Experience:

• Administration: 2 years (required)

Work authorisation:

• United Kingdom (required)

Work Location: In perso

• Taking phone calls, enquiries and requests, and dealing with them as appropriate.
• Client correspondence, written and verbal.
• Processing new business.
• Preparation of client review packs and booking client reviews/meetings into the advisers diary.
• Back office support.
• Dealing with product providers, lenders and other stakeholders.
• Ensuring that all client administration is carried out in accordance with the firms procedures.
• Maintain client records on our back-office system to ensure that all client/firm documentation is well presented, accurate and complaint