Job Description

This is an exceptional opportunity to develop your career in Financial Services as a Client Support Administrator.

The company specialise in providing businesses and consumers with expert Financial advice regarding pensions, investments, and insurance.

Salary up to £23,000 depending on experience

Quaterly company bonus

Monday to Friday 9am - 5.30pm

Hybrid working

The company offers structured progression and pay for industry qualifications.

You will be supporting Financial Advisors who recommend financial products such as pensions, investments and insurance policies.

Once a customer is happy to purchase a product they will work with you to formally apply for the product.

Your role will be a mixture of telephone customer service, emails, and administration.

You will need to be able to organise your workload and have excellent use of written English as well as a professional telephone manner.

Key duties include:

• Completing insurance applications with customers over the telephone
• Producing letters for customers detailing our recommendation(s)
• Data migration of customer file information for external compliance checks
• Contacting insurers on behalf of our advisers to gain underwriting decisions
• Providing assistance to customers at the point of claim

A real interest in a career within Financial Services is essential, as well as some industry experience ie in pensions, insurance or other financial services.

If this is of interest please apply or contact Ana at Red Robin Recruitment for more information.

Please note we are acting as an employment agency in relation to this vacancy