Financial Administrator

6 months ago


Colchester, United Kingdom Douglas Steers & Company Full time

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers.

Please note this is a Full-Time position, 9am-5pm Monday to Friday.

Immediate Start Available.
- A good work ethic
- Confident working in a fast-paced professional environment
- Ability to work as part of a team or on their own, using initiative
- Highly organised & methodical
- Accuracy with data management
- Possess strong attention to detail
- Ability to communicate professionally and clearly whilst maintaining and developing professional relationships
- Ability to work to deadlines and under pressure if required
- Experience of working within a Financial Planning firm previously is highly desirable

Duties will include but are not limited to:

- Assisting with the preparation of client files/on boarding admin for new clients
- Supporting advisers with research, analysis and product comparisons
- Liaising with product providers to acquire relevant client policy details
- Ensuring electronic clients files are up to date
- Assisting with maintaining a high standard of file maintenance
- Preparing client valuations, illustrations and review reports

Full training and support provided with opportunities for growth and development within the company.

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

**Salary**: £24,000.00 per year

**Benefits**:

- Company pension
- Free parking

Schedule:

- Monday to Friday

Work Location: In person



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