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Financial Administrator

3 months ago

Colchester, Essex, United Kingdom Douglas Steers & Company Full time
An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers.

Please note this is a Full-Time position, 9am-5pm Monday to Friday.

Immediate Start Available.

  • A good work ethic
  • Confident working in a fastpaced professional environment
  • Ability to work as part of a team or on their own, using initiative
  • Highly organised & methodical
  • Accuracy with data management
  • Possess strong attention to detail
  • Ability to communicate professionally and clearly whilst maintaining and developing professional relationships
  • Ability to work to deadlines and under pressure if required
  • Experience of working within a Financial Planning firm previously is highly desirable

Duties will include but are not limited to:

  • Assisting with the preparation of client files/on boarding admin for new clients
  • Supporting advisers with research, analysis and product comparisons
  • Liaising with product providers to acquire relevant client policy details
  • Ensuring electronic clients files are up to date
  • Assisting with maintaining a high standard of file maintenance
  • Preparing client valuations, illustrations and review reports
Full training and support provided with opportunities for growth and development within the company.

Job Types:
Full-time, Permanent

Pay:
£25,000.00 per year

Benefits:

  • Company pension
  • Free parking

Schedule:

  • Monday to Friday

Work Location:
In person