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Financial Services Administrator

2 months ago

Fareham, United Kingdom Lawrence Clarke Ltd Full time

Lawrence Clarke Ltd are offering a fantastic opportunity to join our successful IFA support team.

We are looking to recruit an enthusiastic administrator who is able to support our team of advisers and technical administrators. Experience of the financial services industry would be fantastic.

**About Lawrence Clarke Ltd**

We are a leading independent financial adviser business based in Segensworth, Fareham. We have a growing team of financial advisers and are looking to recruit an additional administrator to support this growth.

This is a great opportunity for someone who wants to develop their career within a friendly office.

**Duties**
- First point of contact for telephone enquiries
- Opening and distributing the mail and preparing outgoing mail.
- Diary management and arranging meetings
- General office duties including scanning and typing
- Liaising with pension and investment companies to obtain client information
- Updating and managing our client records
- Producing review packs and valuations for client meetings

**Successful applicants**

Applicants will:

- Be proficient with Word and Excel and be willing to learn new systems and processes
- Have English and Maths GCSE level or equivalent
- Have excellent interpersonal skills
- Have good time management skills and be able to work using their own initiative
- Be a good team player and be willing to support other team members
- Be able to work accurately under pressure
- Put the clients at the heart of what they do
- Be willing to contribute to the development of the business

**Package**

We offer a highly competitive package:

- Basic salary (£18,000 to £20,000 depending on experience) plus discretionary bonus
- Pension
- Death in Service
- PHI
- Support with examinations and professional development

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

**Salary**: £18,000.00-£20,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Loyalty bonus

Ability to commute/relocate:

- Fareham: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (required)

**Experience**:

- financial services: 2 years (preferred)

Work authorisation:

- United Kingdom (required)

Work Location: One location