Office Administrator

5 months ago

Cavendish, United Kingdom Folio Advice Full time

**Daily Duties**
- To check new business cases prior to submission ensuring forms are completed correctly and all relevant documents included for pension, investment and life office providers.
- Daily self-management and prioritisation of own pipeline cases, incoming work and requirements of advisers, clients and the administration team.
- Full client fact find detail to be accurately loaded on to database and data to be kept up to date at all times including addresses, plan status, diary activities, client agreements.
- Daily incoming post to be actioned efficiently using the correct naming convention and advisers kept informed of declined business/ increased life assurance premiums, problems arising etc.
- Produce accurate portfolio valuations in time for client reviews where appropriate.

**Job Types**: Full-time, Temporary contract

**Salary**: £22,000.00-£28,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Work Location: In person

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