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Financial Services Office Administrator

2 months ago

Bristol, United Kingdom CV-Library Full time

Location: Bristol BS1 4UT

Salary: £19,000 – £23,000 (depending on experience)

Job Type: Full Time or Part Time

Office hours: (Mon – Fri, 9.30 – 5.30)

About us:

We are a medium sized firm of directly authorised independent financial advisers with offices in the centre of Bristol. The firm was established over 35 years ago and specialises in retirement advice with a bank of over 800 clients. We are a proactive organisation and the workflow is high.

The Administrator role:

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

You will need to have a good telephone manner to be able to answer phone calls coming into the office and take the details to either pass them to the correct member of staff or take accurate messages so that someone can follow up.

The Administrator duties:

* 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

Who we are looking for:

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.

The Administrator 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 competition 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)