About
Employer description
NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages.
Main description
NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages. We believe in building long-lasting client relationships and in being friendly, approachable and professional.
The Business Administrator role will be instrumental in managing and enhancing customer relationships within the financial sector. The role aims to ensure customer satisfaction by delivering exceptional customer service. The Business Administrator will provide support to three financial advisors. This position is crucial for maintaining the company's reputation and fostering loyalty among clients.
Key Responsibilities:
Responsible for the reception area, including greeting clients and providing a positive and welcoming experience
Answering the telephone, taking and passing on messages by email
Managing and monitoring the sales force database which includes matching fees to clients on the CRM system
Preparation of pre-meeting documentation which includes creating client valuations and illustrations as directed by the Advisers
Managing client appointments including scheduling and follow up as appropriate
Handling client post and scanning documents to their files
Management of quarterly bulk client mailing
Management and distribution of company emails received through our website
Assist our Customer Relations Manager in the preparation of client’s periodic suitability reports following their annual reviews
Entry requirements
Essential:
GCSE Maths and English at grades 4 or above.
Skills required
Communication skills
IT skills
Organisation skills
Team working
Initiative
Attention to detail
Customer care skills
Training to be provided
The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification.
Things to consider
This vacancy will require the successful applicant to be comfortable in using Microsoft office, word, excel and outlook although full training will be given. The work will be computer based for most of the day.
Future prospects
Career progression possible in time to other more experienced roles within the company for example Customer Relations Co-ordinator.
Closing Date
The closing date for this job offer is on 26/09/2025
Salary
£ 16380 per year
Location
This job is located in Newmarket, Suffolk
How to Apply
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