Administrator

3 weeks ago


Bracknell, United Kingdom Bluetownonline Ltd Full time

**Job Title**: Administrator

**Location**: Bracknell

**Salary**: £25,000 - £28,000 per year

**Job type**:Full Time - Permanent

Fairstone is a full-service Wealth Management House delivering intelligent solutions for your lifetime financial journey.

Incorporating one of the UK's largest Chartered Financial Planning firms, our team of Financial Advisers offer independent financial advice, investment management and estate planning services.

Our clients are at the centre of everything we do and thanks to them we are the number one rated Wealth Management House on Trustpilot.

**The Role**

**Training will be provided in the Bracknell office, with a move to Farnborough Aerospace Business Park in late November**

This job role comes with 25 days holiday and additional staff benefits. 37.5 Hours: Monday to Friday 9am - 5pm

**Responsibilities**
- Sending out letters and reports to clients and providers.
- Creating general letters to accompany documentation/request information.
- Producing ad-hoc client valuations.
- Using provider platforms to submit all expectations and implement switches etc..
- Speaking to clients and providers e.g. obtaining information from life offices and dealing with queries from clients such as issues with online access.
- Chasing life offices for missing/outstanding information.
- Scanning and attaching post.
- Actioning alerts on Std Life, Quilter & Elevate Wrap platforms.
- Packaging and submitting all new business to life offices. e.g. scanning documents.
- Completing all anti-money laundering documentation.
- Submitting all File Review submissions.
- Amending records, e.g. change of address.
- A minimum of 2 years' experience in an Administration role
- Good literacy and numeracy skills with a high degree of accuracy
- Excellent organisational skills and the ability to work as part of a team
- Working knowledge of Microsoft Word and Excel packages essential
- Driving licence
Please click on the **APPLY** button to send your CV and Cover Letter for this role.



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