Financial Services Office Coordinator

1 week ago

Bristol, Bristol, United Kingdom Nicholls Stevens Financial Services Limited Full time
{"title": "Job Description", "content": "About Us

Nicholls Stevens Financial Services Limited is a medium-sized firm of directly authorised independent financial advisers with offices in the centre of Bristol.

The Administrator Role

You will be dealing primarily with the administration within the small Pensions Department. This will include database inputting, speaking to pension providers and pension scheme members, requesting information from pension providers, and other ad hoc administrative tasks to assist the department and the office.

Key Responsibilities
  • Maintaining the back-office database ensuring it is kept up to date and accurate
  • Answering incoming telephone calls and taking excellent messages
  • Advising companies of a client's change of address or any other change in circumstances
  • Responding to emails from clients and pension providers
  • Producing and sending invoices to clients
  • Maintaining an accurate diary system and chasing insurance companies for requested information
  • Dealing with post coming into the department
  • Assisting other members of the pensions department with a variety of administrative tasks
Requirements

The ideal Administrator would be able to organize and prioritize their workload effectively. Previous experience of working within the financial services industry would be advantageous. They should have the ability to work without supervision, once trained. They should be proactive in identifying and solving day-to-day problems which may arise and be able to work in a pressurised environment from time to time.

Benefits
  • Training provided on our internal processes.
  • 25 days holiday plus bank holidays (additional days earned from longevity) with extra leave over Christmas.
  • Company Pension scheme, employer matched contributions up to 5% (Upon successful completion of probationary period).
  • We provide financial and training support for staff to complete exams towards financial qualifications.
  • Death in Service (4x salary - Upon successful completion of probationary period).
", "lang_code": "en"}

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