Financial Services Admin and Customer Services

Are you experienced in administration and interested in working within the financial services sector? Are you customer focussed with a good aptitude to learn?

We are recruiting for an established and growing financial services employer who are expanding their key team members.

This role is vital to ensuring excellent service for advisers and clients alike.

DAY TO DAY:

Handling day-to-day administrative tasks, opening and closing accounts, responding to queries

Setting up accounts on platform, dealing with access requests

First point of contact for a range of customer and adviser communications

Efficiently managing requests while maintaining high standards in compliance and quality

You'll need to be proactive, comfortable with data processing and have excellent interpersonal skills to thrive in this client-facing role

A willingness to learn more about investments, ISAs, and SIPPs

Training on platform knowledge and investment products will be provided, so an interest or basic understanding is beneficial

WE WOULD LIKE TO SEE:

Previous experience in administration or client services, ideally within financial services

Excellent communication and interpersonal skills

Strong attention to detail and analytical skills

Proactive and self-motivated with a willingness to learn

Ability to work effectively both independently and as part of a team

Knowledge of platform processes, ISAs, and SIPPs is advantageous, but not essential

AND FOR YOU:

Discretionary bonus

9% pension contribution in to pension

25 days holiday plus bank holiday

Private healthcare

Centrally based offices, occasional team events