Financial Services Administrator Hybrid Working

Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Cirencester office on a full-time, permanent basis. The company offers an agile working approach, with the option to work from their central Gloucester hub if preferred.This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments.The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes.Responsibilities:New Business & Client Administration-Process new business applications and associated paperwork through to submission-Carry out client identity verification checks where required-Chase applications, transactions and client requests through to completion-Maintain accurate and up-to-date client and plan records on Intelligent Office-Ensure all client documentation is recorded and managed in line with company proceduresAdviser & Platform Support-Manage client transactions, cash holdings and trades on provider platforms as instructed-Prepare quotations, applications and supporting documentation for adviser client meetings-Complete tasks assigned by advisers, managers, team leaders and colleaguesClient, Provider & Claims Management-Respond promptly to queries from clients, providers and advisers-Handle incoming calls and direct enquiries appropriately-Process and manage policy and claims through to completion-Ensure clients receive the correct documentation in a timely mannerOperational & Professional Responsibilities-Complete ad hoc tasks and other duties as required by the Senior Management Team-Work in accordance with company policies, health and safety requirements, and core valuesHours: Monday to Friday 9am to 5pm - 2 days per week working from homeSalary: £28,000 to £30,000 plus excellent benefits including:-25 days holiday plus holiday trading-Day off for birthday-Free parking-Pension-Income protection-Life cover-Health cash planTPBN1_UKTJ