Position Overview
Blakemore Recruitment are proudly assisting a well established, leading Financial Services organisation seek their next Business Support Administrator to join their expanding team in Farnborough.
The purpose of this role is to liaise with Advisers and Clients to arrange and book annual review meetings, produce valuations and carry out a range of servicing tasks.
The role:
Work as part of the Business Support Team to support the company's Propositions.Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.Update our back office system, to ensure accurate client data and information throughout the process.Maintain fully compliant files making sure all documents are held on the company's Document Management/workflow and diary system in a timely manner to allow instant access to all staff.Produce client valuations i...