Financial Services Admin

Financial Services Administrator Bolton Full time 25 days holiday + Bank Holidays £23,800 - £26,000

Your new companyA well-established and growing professional services business based in Bolton are now looking to hire on a permanent full-time basis. This is due to development and internal progression, as the business is now expanding, and this company is now seeking an Administrator to join their growing financial services team. The working pattern for this position is Monday to Friday on-site, however hybrid working is optional after training and within agreement of line manager. The standard working hours are 9am - 5pm, however there is flexibility on this EG, 8am - 4pm etc.
Your new roleAs Financial Services Administrator you will be expected to support the wider business with day-to-day operations which entail:

Liaise with clients to help with any questions and queries and booking in review meetings as appropriate

Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information

Obtain quotations from product providers and provide information

Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale

Ensure that files are complete and all required client identification documentation and necessary application forms

Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser.

Process new business applications

Maintain a good working relationship with colleagues, clients and third parties.

Previous experience in an administration role, ideally in financial services or related sector

Knowledge of relevant regulation and legislation

Experience of setting up and maintaining systems, processes and procedures, Such as Salesforce CRM System

What you'll need to succeedTo be successful in securing this position, you will need to have strong administrative skills, along with: •

Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.•

Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)•

Good organisation skills and excellent attention to detail•

Manage time effectively with the ability to multi-task•

Keep calm when faced with conflicting demands and handles these effectively•

Always demonstrate a positive attitude•

Work well on own tasks as well as on shared goals as part of a team•

Open to change with a creative approach to problem solving
What you'll get in returnIn return, you will be paid a competitive annual salary of £25,000 depending on experience and will be joining a successful growing business during an exciting period.

Hybrid working (after probation / training once agreed with line manager)

£23,800 - £26,000 depending on experience

24 days annual leave, plus your birthday, plus bank holidays

Social events throughout the year

Annual Bonus schemes

NHS cash back

24 hours GP access and Counselling

Pension 4%

Free parking

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