Administrator

4 days ago


Alton, United Kingdom Faith Recruitment Full time

Finance Administrator

£19,000pa - £30,000

Alton

Are you seeking an opportunity to join a fantastic company within a busy and rewarding role? Our client is seeking a hardworking Administrator to join their growing team at a busy and exciting time

Reporting to the Administration Manager, this is an integral role to the business.

Key responsibilities and duties will include:
Preparing packs for annual reviews

Submitting new business, placing trades, and monitoring for completion

Dealing with external providers

Liaise with other internal team members accountants, solicitors, and product providers

Ensure clients and advisers are kept up to date with progress

Update and maintain internal system

Dealing with client requests including income, withdrawals, change of details, requests for information

Build excellent relationships with the clients

Running and obtaining risk reports

Booking client meetings and preparing meeting packs

Key skills and experience to be considered:
Excellent attention to detail and ability to manage their own time

To be able to work part of the team and individually

Excellent verbal communication skills

MS Office experience including Word, Excel and Outlook

Be a fantastic team player


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