Financial Services Admin

Your new companyA well-established and growing professional services business based in Bolton are now looking to hire on a permanent full-time basis. This is due to development and internal progression, as the business is now expanding, and this company is now seeking an Administrator to join their growing financial services team. The working pattern for this position is Monday to Friday on-site, however hybrid working could be considered after probation and with the agreement of the line manager. The standard working hours are 9am - 5pm, however there is flexibility on this EG, 8am - 4pm etc. Your new roleAs Financial Services Administrator you will be expected to support the wider business with day-to-day operations which entail : Liaise with clients to help with any questions and queries and booking in review meetings as appropriateLiaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding informationObtain quotations from product providers and provide information Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to saleEnsure that files are complete and all required client identification documentation and necessary application formsMaintain accurate client information, files / records, ensuring that clients are placed into a review system as agreed with the Adviser.Process new business applications Maintain a good working relationship with colleagues, clients and third parties.Previous experience in an administration role, ideally in financial services or related sectorKnowledge of relevant regulation and legislation Experience of setting up and maintaining systems, processes and procedures, Such as Salesforce CRM System What you'll need to succeedTo be successful in securing this position, you will need to have strong administrative skills, along with : Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)Good organisation skills and excellent attention to detailManage time effectively with the ability to multi-taskKeep calm when faced with conflicting demands and handles these effectivelyAlways demonstrate a positive attitudeWork well on own tasks as well as on shared goals as part of a teamOpen to change with a creative approach to problem solvingWhat you'll get in returnIn return, you will be paid a competitive annual salary of £25,000 depending on experience and will be joining a successful growing business during an exciting period. Hybrid working (after probation / training once agreed with line manager)£23,800 - £26,000 depending on experience 24 days annual leave, plus your birthday, plus bank holidaysSocial events throughout the yearAnnual Bonus schemesNHS cash back 24 hours GP access and Counselling Pension 4% Free parking Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)