"Celebrating 15 successful years in Recruitment"

Application Form

Financial Services Administrator

£25,000 - £28,000 DOE (Mon-Fri)

Mid Kent

My client, a well reputed and established company are looking for a Financial Services Administrator to join them on a full time and permanent basis.

This is a great opportunity for a proactive professional looking for a new challenge within the financial sector!

Duties Include;

  • Processing new business, surrenders, fund switches and deed of assignments as per the Summary of Actions using cases on CRM (Xplan)
  • Liaising with clients / customers; submitting instructions online or send the relevant paperwork to product providers
  • Add new plans and fee expectations on Xplan
  • To be efficient in verifying and accurately recording all changes to existing members arrangements, ensuring all personal data is kept up to date
  • Update task and case on Xplan with tracking notes
  • Liaise with Advisor and Associate with progress of application
  • Send contract notes and policy documents to clients
  • To provide assistance and support to other team members on other ad-hoc tasks
  • To build and maintain effective working relationships with all stakeholders ensuring a professional high service is given at all times

The successful candidate will be/ have;

  • Proven work experience in a previous Administration role within Financial Services
  • Experience using (CRM) XPLAN is an advantage
  • Exceptional customer service skills with a good level of commercial awareness
  • A good attention to detail
  • A pro-active, enthusiastic attitude
  • Strong organisation and prioritisation skills
  • Strong MS Office skills (Intermediate - advanced Excel skills)
  • A reliable, loyal and flexible attitude
  • The ability to multitask in a high pressured environment

This really is a fantastic opportunity for a Financial Services Administrator to get stuck in with a truly great company who offer a plethora of generous benefits. You will be offered training, progression and development opportunities in a pleasant working environment.

If you feel you are suitable for this position, please apply today with your most up to date CV!

This role is being handled by Nicole Hill, Business Support Consultant for Pearson Whiffin Recruitment

Please enter a valid email address as this will be used to contact you.

Consent to Pearson Whiffin holding your data and sending you relevant marketing material
Download our helpful interview tips

Be prepared, be confident and have all the right answers to give yourself the best chance of success.

Download now
Download our CV writing guide

Avoid common CV mistakes and check you have all the right information needed to get you your dream job.

Download now