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Administrator - Independent Financial Services sector (Permanent)
4 months ago
Administrator - Financial Services Industry £24,000pa - £28,000pa Bristol - Office based Full time, Permanent Are you an enthusiastic Administrator? Do you have experience within the financial services industry? If YES we want to hear from you My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries in a timely manner. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reportsPerson Specification Previous experience within a similar role is essential Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Ability to build rapport with clients Working hours for this role are Monday - Friday 8.30am - 4.30pm and is fully office based - please do not apply if you are looking for hybrid working Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful
