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Administrator

3 months ago

Bridgwater, Somerset, United Kingdom Pertemps Full time
Administrator required for permanent, full time role within a finance company in central Bridgwater, TA6
  • £23,000 per annum
  • 0830 – 1700, Monday – Thursday, 0830 – 1630 Fridays
  • 15 minutes' walk from Bridgwater train station or accessible by bus 14 / 21 / 21a
About the role
  • General office tasks/administrative duties
  • Providing administration and back office support to Financial Advisers dealing with pensions, investments, mortgages and life assurance.
  • Packaging and/or processing client applications
  • Completing Anti-Money Laundering checks on clients
  • Drafting suitability reports
  • Issuing policy documents
  • Managing and chasing pipelines
The right candidate
  • Excellent communication skills – face-to-face, on the phone and via email
  • A strong background in administration
  • Confident using computer systems - Microsoft Office and associated software
If you are interested in this role, please apply online or for further information contact Pertemps Bridgwater office and speak to Jess Noble