As our business continues to grow, we are always keen to talk to ambitious individuals who share our passion for quality, attention to detail and customer service. If you have the right attitude and personality that would make a great addition to our team, we would love to talk to you!
Our current vacancies are: Full time or Part time Financial Administrator
Role Responsibilities
- Professionally answer incoming calls, assist where possible or direct the call to the most suitable individual/department.
- Communicate with clients and financial advisers on a regular basis assisting with any questions/queries.
- Sending Letters of Authority to gather information and chase through.
- Liaise with third parties and providers.
Sorting daily post and deal with any general queries that may arise. - Uploading/scanning documents to the back-office system
- Creating/amending client records on the back-office system.
- Manage and organise your own workflow.
- General administration duties.
- With experience analyse pension and investment ceding. Prepare reports for the adviser.
Skills & Experience required
- No previous experience required although a desire to learn about pensions and investments is key.
- A keen grasp of information technology.
- Professional attitude.
- Personal accountability and strong work ethic.
- Positive ‘can do’ attitude.
- Excellent communication and organisational skills.
- Ability to work under pressure to strict deadlines.
- Analytical skills
Package Benefits
- Competitive Salary
- Company Pension
- Life Insurance
- Discretionary Bonus
- Christmas/New Year extra holidays