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We are looking for an experienced financial services administrator to join our growing team, providing full admin support to the Protection Advisers in our business. We are able to offer hybrid working once fully trained. We offer great career opportunities, a friendly team to work with and many benefits.

* £24,000 – £26,000

* UP to 15% annual bonus

* Based in Reigate (hybrid option after training)

* 28 days holiday + bank holidays

* 35-hour working week (Monday - Friday, no weekends)

Job Description:

* Provide high level technical and admin support to the Advisers

* Deal effectively with queries from clients and other parties through effective communication

* Ensure that files are complete with all required client documentation

* Assist advisers and clients with their applications

* Write accurate and professional suitability letters

* Book client appointments

* Maintain accurate computer records and follow the company’s compliance process at all times

* Help to progress clients’ applications by liaising with insurance companies, GP surgeries, consultants and companies who arrange medicals for clients, then updating the client of progress

* Update information and creating tasks as required on the CRM system

* Send out trust forms, assisting clients with completing them, checking trust forms are correct when returned and if not liaising with the client correct errors

* Sending trust forms to insurers and documenting the process on the CRM system

Person Specification:

* Previous experience in a support role within financial services or the protection sector

* Knowledge of relevant regulation and legislation (desirable)

* Experience of client management systems

* Excellent telephone client interaction skills and ability to build rapport swiftly

* Excellent written communication skills

* Broad experience of Microsoft Office (Outlook, Word, PowerPoint,Excel)

* Good organisation skills and strong attention to detail

* Manages time effectively with the ability to multi-task

* Keeps calm when faced with conflicting demands and handles these effectively

* Demonstrates a positive attitude at all times

Additional Information:

Annual personal and company performance bonus of up to 15% of your salary

Private Medical Insurance

Employee Assistance Programme

£150 towards glasses if your prescription changes

Death In Service benefit (equal to 4 times your annual salary)

Company pension scheme, employer contributes 5%

2 paid days off per year to volunteer

Staff social events throughout the year

Access to hundreds of free or discounted items

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer