Description
Servicing Administrator
IMPORTANT
Applicants must have financial services industry work experience, please do not apply if you do not have this experience.
Our client who are now seeking an experienced administrator to join their dynamic and ever-growing business.
Working out of our offices based in Middlesbrough you will be working within a team to provide a high quality service to clients, including administrative duties and diary management.
We are looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of service to our existing clients.
The ideal candidate must be reliable, professional, with exceptional communication skills, demonstrate professionalism, and must handle a heavy workflow with a high level of accuracy.
You will report to the Manager who will also give assistance to carrying out day to day tasks to achieve your objectives.
Anticipated duties include:
Preparation of packs, illustrations and documents for Meetings
Deal effectively with queries from clients and other parties
Answer calls, liaise with clients and arrange appointments with financial advisers
To ensure that tasks are set up as outlined in meeting notes
To ensure that fact finds and all information is correct and up to date, by liaising with the advisers
Processing of post meeting review actions
Keying servicing actions on Providers Platform such as fund switches and withdrawals
Producing high level Suitability reports for Advisers
Holding regular meetings with Advisers to discuss and gave updates/solutions on pipeline cases
General Duties:
Greeting visitors to the office
Preparation of client files, liaising with product providers/third parties to obtain and record accurate information
Scan and storing data electronically
Add and update client information and plan/policy details to the client database
Keying on client data /policy to back office systems
Maintain an ongoing relationship with the clients, keeping them informed and answering queries
Database management
Dealing with correspondence for clients and providers
Liaising with adviser and clients to ensure excellent service is delivered
Develop and maintain effective relationships with colleagues and third parties
The list of duties is not exhaustive, and flexibility is required in terms of what the successful applicant may be required to undertake in order to deliver good support to the Financial Advisers.
The ideal candidate will have the following attributes:
* Minimum A-C in GCSE Maths and English
* A minimum of 2 years’ experience in a managerial role within an office environment.
* Financial Services knowledge is essential
* Drive and Enthusiasm to progress and develop technical skills and knowledge, and complete industry examinations.
* A ‘people person’ with a strong work ethic, keen to learn and to develop an understanding of the business
* A willingness to change and adapt in an evolving environment
* Work as part of a team
* Handle confidential information in a professional and discreet manner
* Proven administrative and organisation skills
* Experience with Microsoft Office – specifically Outlook, Excel and Word
* Conscientious and organised with a strong attention to detail
* Excellent communication skills both verbal and written with an eye for detail
* Excellent interpersonal skills – assertive, efficient, positive, and approachable
* Ability to work to set deadlines
* Highly motivated and enthusiastic about providing an excellent service
* Excellent customer service skills with the ability to build rapport and manage client relationships
