Client Administrator

Calibre Candidates · 21 days ago
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We are searching for an experienced Financial Services Administrator to join a well-established financial services company in the Twyford area. The role is highly Client focused and we are looking for a candidate with great customer service skills and accurate administration. This is an excellent opportunity to become a Paraplanner as your experience with the Company develops, with full training provided within a friendly and supportive team.While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.‍ResponsibilitiesProviding a range of administrative support to the Client Support teamBuilding successful working relationships with clientsResearching and handling client enquiries swiftly and professionallyAccurately updating and maintaining the Company CRM systemBuilding an awareness of current legislation, regulatory and sales advice processes following FCA proceduresAdditional ad hoc administrative support to the team‍RequirementsPrevious customer service and administration experience gained within a financial services environment - this could be pensions, banking, mortgages, investment or wealth managementWell spoken, confident and polite telephone mannerGood organisation skills and strong attention to detailMust have own transport
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