Job Description

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 person