Financial Services Administrator
Honeycomb is delighted to be partnering with a highly respected Financial Planning practice to recruit a Financial Services Administrator to join their friendly and supportive team.
This is an excellent opportunity for someone with strong administrative skills, a positive attitude and a genuine desire to build a long-term career within financial services. Full training will be provided, making this role ideal for someone looking to take their first step into the industry.
The Client
Our client is a successful and well-established Financial Planning practice that prides itself on delivering excellent service to its clients. They offer a supportive environment where employees are encouraged to learn, develop and progress their careers.
The Role
Working alongside experienced Advisers and Administrators, you will provide day-to-day administrative support while learning about pensions, investments and financial planning.
Key Responsibilities
- Answering telephone calls and responding to client enquiries.
- Managing incoming and outgoing post.
- Scheduling appointments and confirming client meetings.
- Preparing documents and client correspondence.
- Updating internal systems and maintaining accurate records.
- Assisting with the processing of new business applications.
- Liaising with providers and obtaining information when required.
- Supporting the wider team with general administration duties.
- Ensuring client information is maintained accurately and confidentially.
Essential Criteria
- Previous administration or customer service experience.
- Strong communication and interpersonal skills.
- Excellent organisational skills and attention to detail.
- Positive attitude and willingness to learn.
- Good IT skills including Microsoft Office.
- Professional and friendly approach when dealing with clients.
- Ability to work effectively as part of a team.
The Package
- Competitive salary.
- Full training and development provided.
- Opportunity to build a long-term career within Financial Services.
- Supportive and friendly working environment.
- Exposure to pensions, investments and wealth management.
To speak in absolute confidence about this opportunity, please send an up-to-date CV to .
Skills:Admin/Administration/Investment/Pensions
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