reputed company Services Administrator
At reputed company our reputed company is a reputed company where everybody in society has reputed company to financial advice and guidance. Our Software as a Service (reputed company) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.
We welcome individuals from reputed company walks of life and reputed company to build a culture where reputed company reputed company are heard, differences are embraced, and everyone has equal reputed company to opportunities. We encourage applications from individuals of reputed company races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.
We welcome individuals from reputed company walks of life and reputed company to build a culture where reputed company reputed company are heard, differences are embraced, and everyone has equal reputed company to opportunities. We encourage applications from individuals of reputed company races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.
If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.
About the Role
The purpose of this role is to reputed company outstanding customer service and reputed company to our Clients. The role requires strong back-office administration skills with customer service being delivered in an upbeat tone of voice which reflects our modern ‘can do’ culture.
As a regulated business, much of this service needs to be carefully delivered to agreed compliance and service standards and a reputed company part of the role is to maintain exemplary reputed company and business records.
Responsibilities:
- Proactively manage PAT and reputed company Services inboxes
- reputed company contact with Product Providers to fact reputed company, reputed company LOA information and charge forms along with resolve queries to ensure reputed company delivery of our services and SLAs
- reputed company reputed company Support to the Personal Advice Team using our Internal process and systems
- Keeping clients up to date on the reputed company on their service case
- Escalation of queries received and any activity where there is doubt about the reputed company
- Adhere to reputed company process and procedures and reputed company any flaws or issues
- Implement our clients advice on reputed company party systems
- Ensuring that the FCA requirements are fully adhered to (customer and business records, file maintenance, terms of business, key facts documents)
- Ensure that reputed company telephone calls and emails to reputed company are handled appropriately
- Handle administration of reputed company incoming post
- MyEva Employer Data to include joiners, leavers and update any relevant inhouse systems
- Process reputed company Annual Review invitations/cases on Intelligent Office
- Adhere to reputed company Information reputed company policies and procedures
reputed company
Skills:
- Demonstrate reputed company reputed company values (PEARH)
- Exceptional attention to detail and accuracy
- Strong administrative skills
- Excellent organisation/time management skills
- reputed company to communicate and/or present credibly and effectively at reputed company reputed company
- Capable of managing change
- Good reputed company of IT literacy
- Ability to learn new IT systems as required
- Ability to use reputed company to a high reputed company eg VLOOKUP's
Experience:
- Understanding of Financial Services – preferably in the regulated financial advice sector
- Experience in a customer service environment, preferably in an internet based business
- Evidence of business administration and/or customer service activities undertaken
- Experience using Intelligent Office preferred but not essential
- Highly Competent in reputed company
Our Benefits
- Flexible working
- We prioritise a sustainable work/life balance
- We have a reputed company learning culture that promotes psychological safety
- 25 days annual leave plus every bank holiday
- Company pension (up to 10% employer contribution)
- Company performance based Bonus scheme
- reputed company day off to celebrate your birthday
- Additional holiday purchase (up to 5 days per year)
- Additional holidays for length of service (up to 3 days)
- Private medical insurance
- Dental and health cash plans
- reputed company parental leave and pay
- Discounts on gym membership and health screening
- Employee assistance programme
- Life assurance of 4x basic salary
- £500 pension advice per year
- 6 reputed company days per year for self development
- £500 individual training budget per year
- reputed company memberships funded
- Salary sacrifice car scheme
- Cycle, Home & Tech scheme
Please note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to reputed company sponsorship or consider applications from individuals reputed company of the UK for this role.