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Financial Advisor Senior Administrator – Yateley, Hampshire – Permanent

Nicholas Howard Limited are delighted to be recruiting for a new and exciting role as a Financial Advisor Senior Administrator.

Due to continued growth we are now looking to recruit a Financial Adviser Senior Administrator to join a well-established, friendly and professional Financial Advice and Planning Business.

Supporting clients across the UK and with Offices in Yateley, Swindon, and a remote Team, we are looking for a confident and experienced Financial Adviser Senior Administrator to facilitate the smooth running of our Yateley office to assist in driving the business forward. You will enjoy working in a fast paced, dynamic environment and be willing to get involved in workload as well as help manage it.

Key Responsibilities:

Reporting into the Practice Manager, this is a varied administration role, with responsibilities including (but not limited to):

  • Processing brokered cases from application through to completion.
  • Liaising with both clients and product providers via telephone, email etc as necessary and routing calls accordingly, fielding both basic and technical client queries where possible.
  • Protection and General Insurance research.
  • Using various online systems to enter, obtain and collate information producing relevant documentation where required.
  • Support with the business retention of existing policies.
  • Arranging and participating in meetings, conferences, and team activities.
  • Maintaining registers and client information database in accordance with internal compliance requirements.
  • Prioritising workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
  • Maintain an awareness of and act in accordance with all Company, compliance and legislative obligations, procedures and regulations.
  • Positively contribute to the Team’s overall achievement of Service Levels and KPIs, actively identifying opportunities for improvement.
  • General office duties including scanning, filing and other tasks as may be necessary to support the effective operation of the Service.

The ideal candidate should have:

  • A minimum of 3years experience within the Financial Services sector with administration and processing experience preferred.
  • A proven strong ethic of client service.
  • An understanding of working with, and extracting data from, Financial Services platforms.
  • CII exams or the equivalent qualification to A Level standard.
  • Have a friendly and professional attitude and able to react to varying situations with a can do and proactive attitude.
  • Microsoft Office system experience.
  • Confident communicator in both writing, verbal and face to face with colleagues, clients and providers.
  • A realistic travelling distance (live within a 30 minute commute) to our Yateley office.
  • Accurate keyboard and data entry skills.
  • Good time management and the ability to prioritise workloads to meet challenging deadlines.
  • Attention to detail is a MUST.

To be considered for this position please apply below.