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Office Administrator

2 months ago

Bridgwater, Somerset, United Kingdom Pertemps Bridgwater Full time
Position Overview

An Administrator is sought for a permanent, full-time position within a financial services organization.

Compensation
  • Annual Salary: £23,000
  • Working Days: Monday to Thursday, Fridays
Key Responsibilities
  • Performing general office tasks and administrative functions.
  • Providing essential administrative and back-office support to Financial Advisors managing pensions, investments, mortgages, and life insurance.
  • Processing and packaging client applications efficiently.
  • Conducting Anti-Money Laundering checks on clients.
  • Drafting comprehensive suitability reports.
  • Issuing policy documentation to clients.
  • Managing and following up on client pipelines.
Candidate Profile
  • Exceptional communication skills, both in-person and through various channels.
  • A solid background in administrative roles.
  • Proficient in using computer systems, particularly Microsoft Office and related software.

If you meet these qualifications and are interested in this opportunity, please consider applying through the appropriate channels.