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Administrator

1 month ago

Bath, United Kingdom Juice Recruitment Ltd Full time

Juice is delighted to be supporting a well-established and reputable professional services company based in Bath, with their search for an Administrator.
This could suit a graduate or equivalent looking to pursue a career within professional services, or someone with good administration looking for a new challenge.
Fantastic opportunity for someone looking to forge an exciting career, joining a successful team who genuinely love what they do.
Duties include but not limited -- Prepare and package financial planning reports.
- Preparation and amendment of client letters.
- Liaise with product providers to obtain fees and charges on specific products.
- Obtain policy information, documents, factsheets, illustrations, and product comparison quotes.
- Uploading documents and correspondence to client records.
- 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.
- Any additional ad-hoc requests and support on company projects as and when required.

About you -- Strong experience using MS Office products.
- Excellent communication skills, both written and verbal.
- Be highly organised with good attention to detail.
- Demonstrate being flexible and proactive with your approach.
- Experience working as an administrator or someone who has a strong desire to work in financial services.
- Self-motivated and adaptable to change.

This would suit a confident and professional individual, who takes pride in their work and is looking to join a reputable organisation.

Benefits: 25 days holiday plus Bank Holiday’s, holiday buy and sell scheme, life assurance, group pensions, private medical care, income protection, a range of discounts for schemes as well as free fruit deliveries, dress down Friday’s, charity fundraisersand social events.
Please do get in touch to be considered for this fantastic role.

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