Asset Finance Administrator

4 weeks ago


Plymouth, Plymouth, United Kingdom Continuum (Financial Services) LLP Full time

We are proud of the company culture we have built at Continuum (Financial Services) LLP, which has created an exciting high-performance growth business that is now in the Top 50 Financial Advisory businesses in the UK.

Our focus on collaborative teamwork and development means that you will accelerate your own learning, so please invest in your future with us.

Key Responsibilities:

  • Provide administrative support to Independent Financial Advisers across the business.
  • Manage and input accurate client records on internal CRM systems.
  • Deal with client enquiries via the telephone for both new and existing clients.
  • Regular use of Excel for monitoring financial data.
  • Other general administrative duties as required, such as dealing with post and meeting and greeting visitors to the office.

Requirements:

  • A minimum of 1 year experience in Administration or a financial services environment is essential.
  • You must be a good communicator, face to face, via telephone and online, always displaying a professional approach, and you'll demonstrate the confidence to deal with the general public and Advisers.
  • You'll be IT literate, with the ability to pick up new systems very quickly and already have a good knowledge of MS Office, Gmail, and Excel.
  • Also be aware that some pre-employment background and credit checks will be required for this role.

Working Hours:

  • Monday to Friday

Benefits:

  • 25 days holiday (plus bank holidays)
  • 3% employer pension contribution
  • Private Medical Insurance


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