Financial Services Administrator

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis. Working Monday to Friday, 35 hours per week from 9am to 5pm with one hour for lunch. Hybrid or remote working available. Salary of £28,000 27 days annual leave PLUS Bank Holidays Private Medical Life Assurance Discretionary Annual Bonus Pension Scheme Employee Assistance Programme Preferential rates for financial services Other perks and benefits Within this role you will work as part of a friendly team, closely supporting the Paraplanner and Financial Advisors in the business, and ensuring client''s receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts. Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. Supporting with diary management and coordinating appointments Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital) Assist with compliance tasks Ensuring smooth journeys for all clients and that every interaction is managed in a positive ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!