Financial Services Administrator - Optima Recruitment : Job Details

• £24,000 - £26,000
• 28 days holiday per year plus bank holidays
• 35-hour working week (Monday to Friday only, no weekends)
• Annual personal and company performance bonus of up to 15% of your salary
• Private Medical Insurance
• Employee Assistance Programme
• £150 towards glasses if your prescription changes
• Death In Service benefit (equal to 4 times your annual salary)
• Company pension scheme, employer contributes 5%
• 2 paid days off per year to volunteer
• Staff social events throughout the year
• Access to hundreds of free or discounted items

We are looking for an experienced financial services administrator to join our growing team, providing full admin support to the Protection Advisers in our business. We are able to offer hybrid working once fully trained. We offer great career opportunities, a friendly team to work with and many benefits.

Job Description:

• Provide high level technical and admin support to the Advisers
• Deal effectively with queries from clients and other parties through effective communication
• Ensure that files are complete with all required client documentation, so advice sets can be submitted correctly
• Assist advisers and clients with their applications
• Write accurate and professional suitability letters
• Set up New Partners on our CRM system, linking any referred clients
• Book client appointments
• Maintain accurate computer records and follow the company’s compliance process at all times
• Help to progress clients’ applications by liaising with insurance companies, GP surgeries, consultants and companies who arrange medicals for clients, then updating the client of progress
• Update information and creating tasks as required on the CRM system
• Liaise with other departments, as required
• Send out trust forms, assisting clients with completing them, checking trust forms are correct when returned and if not liaising with the client correct errors
• Sending trust forms to insurers and documenting the process on the CRM system

Person Specification:

• Previous experience in a support role within financial services or the protection sector
• Knowledge of relevant regulation and legislation (desirable)
• Experience of client management systems such as FLG or ibusiness
• Excellent telephone client interaction skills and ability to build rapport swiftly
• Excellent written communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint,Excel)
• Good organisation skills
• Strong attention to detail
• Manages time effectively with the ability to multi-task
• Keeps calm when faced with conflicting demands and handles these effectively
• Demonstrates a positive attitude at all times
• Works 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

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.