Admin Support Coordinator

We are looking for an experienced financial services Administrator to join our client s growing team, providing full admin support to the Advisers in their business.

• Based in Reigate
• Monday - Friday, 35 hours per week
• Hybrid (once fully trained)
• £25,000 - £26,000 salary (DOE) + bonus

Benefits:

• Private Medical Insurance
• 28 days holiday + bank holidays
• £150 towards new glasses
• Employer 5% Pension Contribution
• 4 x Death in Service Scheme

Job Description:

• Provide high level technical and admin support to the Advisers
• Deal effectively with queries from clients and other parties through effective communication
• Ensure that files are complete with all required client documentation
• Assist advisers and clients with their applications
• Write accurate and professional suitability letters
• Book client appointments
• Maintain accurate computer records and always follow the company s compliance process
• Help to progress clients applications by liaising with third parties
• Update information and creating tasks as required on the CRM system
• Send out trust forms, assisting clients with completing them, checking forms are correct when returned and if not liaising with the client correct errors
• Sending trust forms to third parties and documenting the process on the CRM system

Person Specification:

• Previous experience in a support role within financial services industry is essential
• Knowledge of relevant regulation and legislation (desirable)
• Experience of client management systems
• Excellent telephone client interaction skills and ability to build rapport swiftly
• Excellent written communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Good organisation skills and strong attention to detail
• Manages time effectively with the ability to multi-task
• Keeps calm when faced with conflicting demands and handles these effectively
• Always demonstrates a positive attitude

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.