Financial Services Administrator

Role Objective

Deliver a great first impression and ongoing customer service to all visitors reflective of our company values.  Continually looking for ways we can improve the client experience and support all colleagues across the business by providing an exceptional administration service in line with agreed service levels and standards.

Duties and Responsibilities:

• Diary and appointment management.
• Requesting and checking quotations using e-platforms.
• Processing “new business”, ensuring checks have been completed in readiness to submit proposals to the provider.
• Monitoring new business pipeline through to completion.
• Handling general “after-sales” enquiries, including providing general support to consultants, preparation of valuations, change of address/agency/name; surrenders/withdrawals; death claims; maturities and policy information for providers
• General administration such as preparing client letters.
• Any other administrative duties to support your colleagues across the business.

Company Compliance:

Ensuring all tasks are carried out within FCA regulatory requirements.

• Notifying advisers of any complaints receive and following appropriate procedures within complaints handling process.
• Recording all correspondence accurately and efficiently on to the back office support system.
• Ensuring that all dealings with clients are of an appropriate and entirely factual nature.
• Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company.

Person Specification

 Qualifications

You will have a minimum of 5 GCSEs grades 9-4 (A*- C) or equivalent Maths and English.

Knowledge and experience

• Experience of working in a customer service environment.
• Working knowledge of Microsoft Office.

Personal Skills

• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
• Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business.
• Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
• A flexible, adaptable and professional approach to your work.
• Well organised with excellent attention to detail.

This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.

If you are interested in learning more about this role or want to apply, please send your CV/Application to Stephanie Pearce, spearce@flemingfinancial.co.uk.