We are looking for an experienced administrator to support our client’s friendly Financial Planning team in Swavesey
You will be responsible for processing new business, withdrawals, letters of authority, processing of applications, preparing review packs, meeting arrangements with clients, dealing with client queries, business administration, keeping database up to date, working on financial software and making sure process runs smoothly.
- Excellent communication skills, both written and verbal
- Excellent telephone manner
- Be organized and efficient, deadline driven, have strong attention to detail and be team player.
- Great knowledge of Standard Life Wrap platform
- Experience with IntelliFlo would be preferable