Business Administrator

2 months ago


Swansea, United Kingdom Estate Capital Financial Management Ltd Full time

One of Swansea’s leading firms of independent financial advisers wishes to appoint a business administrator.

This role involves providing technical and administrative support to financial advisers, including research of suitable financial products to meet our clients needs, processing business, creating technically accurate reports, recording and managing existing business and client relationships and maintaining statistical information and office administration.

Key requirements are:

- excellent communication skills, both verbal and written;
- proficiency with IT systems;
- office experience, including face-to face client interaction and letter writing;
- willingness to learn;
- ability to prioritise and work unsupervised.
- Corresponding with clients and service/product provider.
- Maintaining back-office records
- Updating back-office system re new clients and new business information.
- Processing new business, both manually and using online facility.
- Checking policy documents for accuracy, updating back-office system accordingly and, where necessary, forwarding to clients.

The post will be suitable for somebody with relevant experience within the financial services (or similar) industry. A suitable degree and/or CII qualifications will be beneficial.

Depending upon experience and qualifications the salary range is £22,000 to £25,000 plus an employer funded pension plan.

**Job Types**: Full-time, Permanent

**Salary**: £22,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- Sick pay

Schedule:

- Monday to Friday

COVID-19 considerations:
Clients are encouraged to wear masks, common surfaces are sanitised regularly, hand sanitisers are at each entrance and social distancing is encouraged

Work Location: One location

Application deadline: 15/04/2023
Reference ID: Admin1



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