Job Title: Financial Services Administrator
Job Type: Permanent
Location: Farnborough, Hampshire
Salary:
Company: CV-Library
Category: Accounting/Financial/Insurance
Benefits:
Job Description:
A Financial Services Administrator required for a award winning financial advice business working within their centralised client servicing and administration unit. Based in Farnborough.
Duties are as follows:
* Process all servicing work in line with the Client Servicing Agreement
* Provide a variety of admin and customer service duties
* Liaise with advisors and clients
* Arrange annual review meetings
* Process valuations and provider queries
* Service queries including case updates, finance and policy information
Skills required:
* 5 GCSE's grades A-C/9-4 including Maths and English
* Knowledge of Microsoft Word and Excel
* Strong planning, administration and customer service skills
* Excellent communication and time management skills
* Data entry
* Excellent attention to detail
* Experience within Financial Services
For further information please contact Stephanie Ward on (phone number removed)
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
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