Techincal Administrator

We have an exciting new position for a Technical Administrator to work for an employer of choice Technical Administrator (financial services) We have an exciting new position for a Technical Administrator to work for an employer of choice Technical Administrator (financial services) Seeking a strong administrator with experience working for an IFA or part of financial services company Your new company A bespoke Wealth Management company, experts within their field with a excellent reputation for offering tailored financial planning advice to professionals, business owners and private clients. They are an ambitious organisation, with a collaborative working ethos and the opportunity to 'have a say' in this forward thinking and successful organisation Your new role Working within the Service department your role will primarily be to assemble and organise client information at the necessary points in a clients journey. Your duties will involve but not be excluded to the following: Correspond with policy providers on behalf of the client Correspond and be a general liaison with the client Submit any new business on behalf of the client Facilitate the annual review process of our clients Process new client information in preparation for their first report meeting Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided). Basic admin duties What you'll need to succeed: Experience in administration within a financial sector is required. For example: Has worked for an IFA before Part of a technical team within a financial services company Administration role within pensions / investments / insurance - technical knowledge of a high level Excellent IT skills in MS Word & Excel The ability to work under pressure to deadlines Attention to Detail Professional telephone manner and superb customer service skills What you'll get in return This is an exceptional opportunity for the right personality to get stuck into a varied, diverse and challenging role, that will be hugely rewarding. Hours are 37.5 per week, ideally 9am to 5pm (half hour for lunch) - there can be flexibility on timings here. 9:30am to 5:30pm for example would also be accepted. Salary : to £26,000 per annum Quarterly discretionary bonus What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk