Financial Services Administrator
FINANCIAL SERVICES ADMINISTRATOR: THE ROLE
We have a vacancy for a full-time Financial Services Administrator to join Financial Services team.
Job Role: Financial Services Administrator
Department: Financial Services
Location: Chester
Term: Permanent, Full-time
Salary: Competitive, DOE + benefits
The successful candidate will:
- Support the financial advisers to deliver a first-class service to our clients
- Contact clients in all stages of the advice process
- Be responsible for the submission and collation of letters of authority and engage with providers to ensure timely completion
- Oversee the client management system to deliver client review meetings in line with consumer duty expectations
- Case management including the submission of new business
- Provide a first-class service to clients, presenting a positive image of Cullimore Dutton at all times
- Maintain a professional attitude and effective communications between clients, team members and colleagues
- Recognise, respect and honour client confidentiality at all times
FINANCIAL SERVICES ADMINISTRATOR: THE PERSON
You will need a flexible approach and the ability to work as part of a team, together with the following skills:
- Good working knowledge of Microsoft Office (Word/Excel/Outlook/Teams)
- Previous experience in a similar role
- Excellent communication skills both on the telephone and in person
- Excellent organisational skills and a strong appreciation of time line management
FINANCIAL SERVICES ADMINISTRATOR: APPLY NOW
If you wish to be considered for the role of Financial Services Administrator please forward your CV and covering letter to recruitment@cullimoredutton.co.uk.
Download this role as a PDF:
Financial Services Administrator
Please note: we are not accepting applications from recruitment agencies.