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Trainee Client Experience Administrator (Graduate)

EGRecruiting Ltd
Job LocationSheffield
EducationNot Mentioned
Salary£20,000 - £23,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you a recent or newly qualified Graduate, with some administration experience, keen to develop your career within Financial ServicesAn experienced Administrator is required to join a highly regarded and well-established Financial Services business in Sheffield, where employees are truly valued, supported and rewarded. Working within a team of 10, you will be required to provide a qualityadministration and support service to high net worth clients, allowing the Advisers to focus on the client relationships.Responsibilities will include:-

  • Prepare personalised client packs for Advisers, prior to client meetings
  • Obtain information from providers on clients existing financial arrangements
  • Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales
  • Upload the necessary documentation into the back-office system and scan other documents as required
  • Deal with client and provider correspondence
  • Ensure that the client file is compliant
  • Be responsible for scanning and archiving client files
  • To undertake any other duties commensurate with your grade, skills and experience
  • To participate in appropriate company and departmental training, competence and development initiatives.
Candidate Requirements:
  • Previous experience working in a busy administrative role
  • Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook
  • Commitment to pass basic financial industry exam within 3 months of employment (internal exam)
  • Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure
  • An articulate communicator
  • Outstanding telephone manner with the ability to build rapport quickly
  • Honesty, integrity and ability to maintain confidentiality
  • Hard working and responsive to the need to deliver a high-quality support service
  • Attention to detail and high standards of work
  • Team player but must be able to work independently and use own initiative
Benefits:· 35 hour week· 25 days’ holiday, increasing yearly to 30· Pension matched to 7.5%· DIS x4· Income Protection· Sick pay· Free financial advice· Support hub with counselling· Plus a superb range of flexi-benefits

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