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.
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.
Working alongside experienced Advisers and Administrators, you will provide day-to-day administrative support while learning about pensions, investments and financial planning.
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Answering telephone calls and responding to client enquiries.
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Managing incoming and outgoing post.
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Scheduling appointments and confirming client meetings.
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Preparing documents and client correspondence.
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Updating internal systems and maintaining accurate records.
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Assisting with the processing of new business applications.
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Liaising with providers and obtaining information when required.
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Supporting the wider team with general administration duties.
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Ensuring client information is maintained accurately and confidentially.
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Previous administration or customer service experience.
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Strong communication and interpersonal skills.
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Excellent organisational skills and attention to detail.
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Positive attitude and willingness to learn.
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Good IT skills including Microsoft Office.
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Professional and friendly approach when dealing with clients.
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Ability to work effectively as part of a team.
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Competitive salary.
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Full training and development provided.
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Opportunity to build a long-term career within Financial Services.
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Supportive and friendly working environment.
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Exposure to pensions, investments and wealth management.
To speak in absolute confidence about this opportunity, please send an up-to-date CV to [email protected].
