Business Support Administrator

Reference

SBM/AR/057296

Sector

Secretarial, PA & Administration

Salary

£17,000 Per Annum

Town/City

Glasgow

Contract Type

Permanent

Closing Date

21/12/2021

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Business Support Administrator

Glasgow - Flexibly Remote/ Part Office Based/ Part Home Based

Salary: Circa £17k depending on experience - Plus a Generous & Comprehensive Benefits Package

Full Time - Permanent

The Company

Our client is a leading provider of essential support services, software and data that allow financial advisers, financial intermediaries and product providers to deliver better outcomes for their customers. Formed in the early 2000’s they are the UK's largest provider of outsourced regulatory and business support to financial advisers.

The Role

They are looking to recruit a Business Support Administrator/ Adviser to join the Business Support Team.  The team is responsible for supporting clients during the onboarding process and the continued relationship thereafter. 

The role is varied and fast paced.  This position will not only provide you with the opportunity to gain knowledge and understanding around products within financial services, but will also allow you to build on your administration, communication and relationship building skills while working directly with clients and cross-functionally with the different departments throughout the organisation.  

Key Responsibilities:

•           Providing consultative support to customers

•           Collating and populating reports

•           Responsible for the onboarding of new customers, arranging introductory & consultation visits, issuing documentation and carrying out a series of calls during the process 

•           Obtaining and maintaining accurate records in the CRM system 

•           Providing support via email and telephone 

•           Adding value by the promotion of services and other business tools

•           Undertaking Fit & Proper checks and preparing the end report

•           Processing amendments to customer packages and fees 

•           Ensuring customers have access to the relevant systems such as website and portal log ins.
 

Experience and qualifications:

•           Ideally you will already have previous experience as an administrator, adviser or customer services executive in a Financial services setting or a desire to progress and willingness to undertake relevant financial services qualifications

•           Ability to produce detailed and accurate work consistently to a high standard

•           Good IT skills (notably MS Word and Excel, but also able to learn third party software) 

•           Experience working with a CRM system 

•           Experience working in a client facing role 

•           Collaborative with the ability to take initiative and a strong ‘can do’ attitude 

•           Sense of urgency – to be able to focus your energy on where it matters the most 

Package

In return, our client can offer a salary of circa £17k (depending on skills and experience) plus an excellent benefits package, together with a great opportunity to join a leading organisation.

Please apply with your CV.

Candidates must already have full rights to work in the UK. VISA sponsorship is not available.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Key Words: Administrator, Customer Services, Advisor, Adviser, Admin, Business Support, Call Centre, Financial Services, Support, Office Assistant, Office Administrator,