Job Title:Financial Services Administrator

Reports to:Senior Financial Services Administrator

Department:Ashtree Financial Services

Job Purpose

  • To offer the highest possible level of customer service to new and existing clients.
  • To co-ordinate after-sales support in a professional and efficient manner.
  • Liaise as appropriate with all parties involved in the client advice process (e.g. life companies, investment companies, solicitors, accountants etc.)
  • Post-sales administration.

Key Result Areas

  • Efficient and accurate processing of protection, pension and investment applications from initial contact with our company through to completion.
  • The building of good working relationship with the advisors, and the ability to communicate efficiently and effectively with clients, providers and introducers.
  • The prompt, enthusiastic and efficient carrying out of general office duties.

Duties and Responsibilities

  • Answer and direct calls as appropriate, dealing with client needs in an efficient, customer service focused manner.
  • Accurate and prompt management of internal daily post, including the efficient and customer focused handling of any queries or actions.
  • Ensure that prospective clients’ first experience with Ashtree Financial Services is professional and customer friendly.
  • Interact with advisors to ensure that all relevant actions on behalf of the client have been carried out.
  • Manage advisor diaries to confirm appointments with existing and potential clients.
  • Database client details.
  • Follow up of diary actions on a daily basis.
  • Complete and submit online applications for pension, protection and investment cases as required.
  • Source life cover quotes for advisors as required.
  • Participate on vocational training courses or on-the-job coaching as required.
  • Attendance at promotional exhibitions and external meetings outside company hours as required.
  • Provide cover for colleagues when necessary.
  • Any additional duties deemed necessary and reasonable by line manager.
  • Adhere to FCA regulations and legislative requirements at all times.
  • Adhere to the firm’s Treating Customers Fairly (TCF) policy at all times.
  • Ensure client confidentiality is maintained and protected at all costs. Failure to do so will result in dismissal.

Essential Criteria

  • Minimum of 5GCSEsat Grade C or above, including English and Maths.
  • Minimum of 12 months experience of working in an office environment.
  • Excellent computer skills, working experience of Microsoft Word and Excel.
  • Excellent interpersonal and communication skills.
  • Excellent in prioritising and managing own workload.
  • Detail and quality conscious.
  • Ability to work under pressure and to meet deadlines.

Desired Criteria

  • Experience in an administrative support role in a financial services environment.
  • Customer service experience preferable.
  • Knowledge of financial services systems.