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Financial Services Office Administrator

4 months ago

Aylesford, United Kingdom Carlton Recruitment Full time

**Financial Services Office Administrator**

**Aylesford**

**£24K FTE**

**Permanent Part time**

**20-30 hours**

Our client is seeking an Financial Services Office Administrator to join there incredible team.

**Key Responsibilities Financial Services Office Administrator**:

- Sorting out post incoming and outgoing
- Managing appointments including making new appointments and checking diary for active bookings
- Checking diary notes daily
- Doing Mailshots and quarterly newsletters as and when needed
- Banking and posting incoming cheques
- Handling preparation for client meetings
- Ordering stationery
- Updating policy and client information to back-office system
- Check letters to clients using review listings
- Acquiring Annuity illustrations, life cover illustrations and common insurance illustrations online
- Handling renewal and assisting with regulator reports
- Finishing Pension Scheme Returns and for SSAS schemes
- Setting up and maintaining Auto Enrolment Schemes
- Obtaining agency and adviser charge statements a monthly basic

**Key Requirements**:

- Ideal if you have a mortgage or insurance broker background
- Ideal if you have experience working in a bank