Financial Services Administrator

We are pleased to be recruiting on behalf of a client based in Colchester who are looking for a highly organised Financial Services Administrator to join their team.

You will be responsible for providing a warm and professional service to clients along with delivering comprehensive administrative support to the Financial Advisers.

Key Responsibilities:

• Communicate with clients via telephone, email and post with occasional face to face meetings.
• Prepare meeting documents and assist with client appointments.
• Process and prepare new business and policy servicing requests accurately.
• Manage workflow, track cases from submission through to completion.
• Ensuring the system is kept up to date with records.
• Prepare letters, reports, spreadsheets and internal documents.

Previous Skills & Experience:

• Strong organisational and time management skills.
• Excellent written and verbal communication skills.
• High attention to detail.
• Experience within a financial services or professional services administration would be beneficial.

Benefits:

• Flexible working hours.
• Hybrid or remote options available.