Administrator
2 weeks ago
**Administrator**
AFWM Limited are Independent Financial with offices based in Cornwall, Devon,Dorset and Greater London. We are looking to appoint a self-motivated, precise and numerate individual to join our company as an administrator giving full administrative support to our Financial Advisers. Prior experience not necessarily required as training will be provided but must be literate and numerate. Any financial background would be advantageous but certainly not essential.
The role would comprise largely of:
- Composition and arrangement of client correspondence in support of our Financial Advisers.
- Dealing with administration issues with financial services companies.
- Dealing with client business and processing in line with our procedures.
- Booking and arrangement of client appointments.
- Processing and administration of daily correspondence.
- Being the first point of phone contact for incoming client calls.
- Being the front of house for the St Ives (Cornwall) office.
Required qualities and qualifications:
- You should have good time-management, be adaptable and able to use your own initiative and ability to prioritise tasks and workload to meet deadlines.
- Good data entry and computer-based record-keeping skills.
- Able to organise and prioritise own work and be responsible and accountable for quality and accuracy of own work.
- Excellent customer service skills with the ability to build effective working relationships, using tact and diplomacy when speaking with others.
- Ideally you would hold good GCSE or equivalent in English and Mathematics and should hold, or be capable of attaining, good grades of RSA levels I, II and III or equivalent.
This is a full-time position based at our St Ives (Cornwall) office with a competitive salary and opportunities for potential progression in the Financial Services industry if desired.
**Salary**: From £24,200 to £27,000 plus potential annual bonus.
Benefits: Company Pension and Private Health Care Scheme.
Start Date: 01/07/2024
**Job Types**: Full-time, Permanent
Pay: £24,200.00-£27,000.00 per year
**Benefits**:
- Company pension
- Private medical insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Work Location: In person
Application deadline: 31/05/2024
Expected start date: 01/07/2024
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