Financial Services Administrator

Financial Services Administrator Leicester (our Ref AL1424) – office based, full-time role Salary up to £26,000 dep on experience + benefits My client is an established IFA based in Leicester and they have an exciting new opportunity for an individual to join their administrative team. Ideally you will have experience within Financial Services or Banking, although consideration may be given to individuals with strong administrative skills from other professional office environments. The role: Provide administrative support to fellow staff members and clients Taking calls and providing a high level of customer service Open and distribute the post Processing documentation and updating IT systems Assist with processing new business Responding to telephone calls and correspondence Updating and maintaining computerised client records Handle complaints in accordance with FCA guidelines Ensure all business activity is FCA compliant Conduct learning, development and training as needed Develop and maintain professional working relationships with clients and colleagues Prioritise workload Skills and Experience: Previous administrative experience, ideally within financial services or banking Attention to detail IT literate Good organisational skills Confident communicator Conscientious approach to tasks Experience of using Intelliflo (IO) and Platforms will be a distinct advantage If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website

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