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Financial Services Administrator

Location: Birmingham | Ref: N2E122

Overview: An exciting opportunity has arisen for an experienced financial services administrator to join a respected financial services practice situated within Birmingham City Centre.
Job Type: Employed, full-time
Salary: Competitive, depending on experience
Tag: Other

An exciting opportunity has arisen for an experienced financial services administrator to join a respected financial services practice situated within Birmingham City Centre. You'll take on a broad range of administrative responsibilities including communication with clients by telephone, post and email; entering and maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services.

Other responsibilities include:

  • To act in a professional manner with staff, business associates and clients;
  • To build excellent working relationships with company staff;
  • To build rapport with existing and prospective clients;
  • To maintain client confidentiality;
  • To keep abreast of changes to and comply with relevant Financial Conduct Authority regulations;
  • To receive, distribute or scan and electronically file incoming post;
  • Obtaining quotations;
  • Valuations;
  • Liaison with product providers, consultants and clients and handling all on going servicing queries;
  • Establishing and maintaining files and records;
  • To create and maintain clients' records in the CRM system.

Want to apply?

Essential criteria

  • Experience of working within a financial services firm/environment;
  • The ability to develop rapport with the staff, existing and potential clients, in person and on the telephone;
  • The ability to work effectively as part of a team;
  • Attention to detail and an appreciation of the importance of data accuracy;
  • An understanding of the Financial Conduct Authority's compliance requirements;
  • Sound IT skills and a working knowledge of MS Word/Excel.

Desirable criteria

  • Appropriate professional qualifications

In return you'll receive a competitive salary dependent on experience, plus access to a range of benefits.

If you'd like to find out more about this exciting opportunity click 'Apply now’ to send us your CV and we will be in touch.

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Send us your CV

If you are interested in this role or any of our financial, mortgage or protection adviser jobs, please send your CV to adviserrecruitment@tenetgroup.co.uk.

For further information regarding this or any of our other vacancies call us on 0113 239 5316.

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