Senior Administrator

2 weeks ago


Bath, United Kingdom Page Personnel - UK Full time

Amazing Senior Administrator role based in the heart of Bath City Center
- A permanent full-time role within Financial Services offering up to £27,000

**About Our Client**:
Our client is a national Wealth Management organisation with offices all over the UK. They are now looking for an Administrator to join their busy office in Bath.

The key duties and responsibilities of this Senior Administrator role are
- Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.
- Updating client platform account records accurately in line with company processes
- Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working.
- Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
- Maintain client records and update client information on back office systems to keep an effective audit trail.
- Willing to undertake exams towards becoming diploma qualified in Financial Services.

**The Successful Applicant**:
The skills and experience required for this Senior Administrator role include
- Proven experience in an Administrative job (preferably within professional services)
- Excellent IT skills, particularly with MS Packages
- Organisational skills, flexible and proactive approach to getting the job done.
- Strong interpersonal skills, both written and verbal communication.
- Desire to learn and build skills and ability through Personal Development Plan.

**What's on Offer**:

- A competitive salary of up to £27,000
- 25 days holiday + bank holidays
- Holiday buy and sell scheme
- Company pension
- Private medical insurance
- Contact
- Abigail Scott
- Quote job ref
- JN-012023-5895468
- Phone number
- +44 117 906 5522



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