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Location

Kendal, Cumbria | United Kingdom

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Job description

Position: Client Services Administrator

Our Financial Services client based in Kendal are recruiting for an Administrator. If you have some experience of working with back-office databases, Microsoft Office and handling calls this role could be a good fit for you. You don't need to have financial services experience as full training will be given. The core skills required are attention to detail and following process, but we are looking for someone who also likes to work in a team and is happy to keep learning and improving.

Responsibilities:

• Assist financial planners with client relationship management


• Filter calls, prepare for client meetings, process new applications, and handle general client administration


• Work collaboratively in a team-oriented environment

Qualifications/Experience Required:

• 4 GCSE passes (A-C) including English Language and Maths


• Over 1 year relevant experience in an administrative role

Skills Required:

• Good understanding of Microsoft Office (Word, Outlook, Excel)


• Excellent written and verbal communication skills


• Keen to learn and enthusiastic


• Ability to work independently and prioritise workload

Job Type: Full-time

Schedule: Monday to Friday (9 am - 5 pm)

If this position sounds of interest then please contact Pip Gray for more info on 01539 739088.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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Job tags

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Salary