Financial Services Administrator

https://www.kennethbrian.co.uk/job-search/1176/job2024-10-28 14:36:042025-01-05Kenneth Brian Associates
Job TypePermanent Full Time
AreaSutton, SurreySuttonSurrey
SectorBusiness Support - AdministrationBusiness Support - Financial Services
Salary£30,000 - £35,000
Start DateASAP
Job RefAL789016
Job Views106
Description

Kenneth Brian Associates are recruiting on behalf of a leading financial services firm based in Sutton. We are looking for a motivated and detail-oriented Financial Services Administrator with 3-5 years of experience in financial services, specifically with a background in pensions, life insurance, or related areas.

Key Responsibilities:

  • Provide comprehensive administrative support within the financial services team.
  • Process client applications, ensuring all documentation is accurate and up to date.
  • Maintain and update client records in accordance with regulatory and company standards.
  • Liaise with clients, providers, and financial advisors to ensure smooth information flow.
  • Assist with the preparation of reports, statements, and other client-facing documents.
  • Manage and respond to client queries in a timely, professional manner.

To be successful:

  • Minimum 3-5 years in financial services administration, with a focus on pensions, life insurance, or similar areas.
  • Demonstrate accuracy and thoroughness in handling sensitive financial data.
  • Strong written and verbal skills for client and team interactions.
  • Ability to work independently and within a team, ensuring high standards of service.
  • Proficiency in Microsoft Office Suite, with the ability to learn industry-specific software.

Benefits:

  • Comprehensive benefits package
  • Opportunity to work with a reputable financial services firm
  • Supportive team environment with opportunities for professional growth

If you’re an experienced financial services professional with a passion for providing outstanding administrative support, apply today to join a dynamic team and advance your career!

Apply Later
Sign in
Register
Apply
Later
Similar Jobs
  • Part Time Administrator
    Surrey, Horley
    Administration
    £12.00 - £14.00 per hour

    Kenneth Brian Associates are working with a construction company based in Handcross, who are looking for an Administrator to provide support to the business on a part time basis. Working hours 20 per week, with flexibility on how these hours are worked, with the potential for some additional hour...

  • Administrator
    Surrey, Epsom
    Administration
    £25,000 - £27,000

    Kenneth Brian Associates are working with a well-established client, within the Financial Services industry, who are seeking a new Administrator to join their team.

     

    The role will focus on the administration of mortgage accounts, specifically lifetime mortgages, interacting with...

  • Administrator
    Surrey, Chessington
    Administration
    £25,000

    Kenneth Brian Associates are working on a fantastic opportunity for a company in Chessington who are seeking an Administrator to join their team. They are looking for someone who has at least one year experience within an administration/ customer service role.

    Specific responsibilities in...

Email Me Jobs Like This
Subscribed to similar jobs notifications
  • Kenneth Brian Associates
    Head Office
    2nd Floor
    Adelphi Court
    1-3 East Street
    Epsom
    Surrey
    KT17 1BB
  • 01372 642 001
We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
+Necessary
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
ResolutionUsed to ensure the correct version of the site is displayed to your device.
essential
SessionUsed to track your user session on our website.
essential

More Details