Our client, a leading local broker and IFA practice enjoying a sustained period of success and organic growth, is seeking an additional Financial Services Administrator, to complement its existing team in South Yorkshire.
This business has established an enviable reputation locally, providing first class financial planning solutions for a broad client base of high net worth individuals and companies. Our client is a highly innovative and forward thinking business, adopting a holistic approach to managing clients’ wealth.
The main responsibility of this role is to provide sales support to the Financial Advisors as well as administration support to the Office Manager. You will be involved in obtaining quotations and conducting product research, as well as evaluating and analysing information obtained from product providers. You will maintain client records and deal with clients over the telephone, including case handling from initial client contact, through to research and new business tracking.
You will have experience within Financial Services and more specifically, in areas such as pensions and cash flow planning. The role requires you to develop and maintain strong relationships with clients and providers, therefore you must have excellent interpersonal skills and be an effective communicator. Demonstrating a keen eye for detail, you will be highly organised and able to manage a sizeable workload.
In return, you will receive a competitive basic salary, as well as a range of benefits. You will also enjoy being part of a relaxed but professional team, where there is also the opportunity to progress and take on additional responsibilities.
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Financial Services and General Insurance Recruitment