Office Administrator
2 weeks ago
Duties could include the following:
Issuing reports to clients with all relevant documentation required
Ensuring timely execution of ongoing casework
Requesting client policy information from Insurance companies and other providers
Checking that files are Compliant and in order prior to submission of business to insurers
Maintaining accurate client records and completing new business cases accordingly on Enable.
Undertake annual competency tests online
General office duties, answering the telephones and opening post
Administrative experience and Financial services/markets knowledge an advantage, as is knowledge of back office systems such as Enable or Adviser Office.
**Salary**: From £20,500.00 per year
**Benefits**:
- Company pension
- Financial planning services
- Free parking
- On-site parking
- Work from home
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Canterbury: reliably commute or plan to relocate before starting work (required)
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Canterbury
Reference ID: Administrator Canterbury
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