Administrator

3 weeks ago


Bath Spa, United Kingdom Reed Business Support Full time

Administrator Bath office £22,000 pa

Reed Recruitment Bath is delighted to be supporting a unique business that is looking to recruit an Administrator to join their growing team, brand new office based in the heart of Bath.

**Benefits**
- 25 working days in addition to the normal English Bank and Public Holidays
- Company Funded Private Medical Insurance - after probation
- Company Funded Group Pension Scheme
- Company Funded Group Income Protection
- Company Funded Cash Plan
- Dress down Fridays
- Plenty of fundraising events for charity
- Access to Voluntary Discounted Benefits
- Cycle Scheme and Cycle wear Gym Membership with Fitness First.
- Tech -Phones, Laptops and Mobile Phones
- Health Screening
- Kids Pass, Dining Club and Cinema Memberships

**The Role**
- Prepare and package financial planning reports for the Financial Planners and their clients
- Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
- Liaise with product providers to obtain fees and charges on specific products
- Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
- Uploading plan statements and other documents to client records following agreed naming conventions
- Maintain accurate client information and record client interaction on the back office system
- Assist with the onboarding process of new clients
- Assist with the annual review process of existing clients

If you would like know more simply click apply



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