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Administrator
2 weeks ago
We are a well established financial services company based near Godalming, who are recognised in the sector and due to continued growth we are now recruiting for an additional Administrator within the administration support teams who support our FinancialAdvisors and Consultants. With over 30 years’ worth of experience, we have regularly won Financial Advisor Service awards. We require an Administrator with previous office based administration experience who is used to managing a range of admin tasks, ideallywithin an environment that requires high attention to detail, the processing of customer records and documents and managing a high volume of documentation. The Administration role is paying up to £23k and the role with previous office administration or secretarialstyle admin support experience. Working Mon-Fri 9am-5.30pm, we are offering a starting salary up to £23k (depending on experience) plus full training and career progression if desired, free parking, 25 days’ holiday, life cover, private healthcare and a companypension.
This is an excellent opportunity for you to secure a new role with a well established and successful financial services company.
As one of our Administration Assistants you will cover a wide range of duties and will be responsible for supporting the Financial Consultants by providing administration support in some of the following duties depending upon which team you are working within.
- Production of standard letters on the instructions of the consultant
- Internal and External liaisons with third parties such as Independent Financial Advisors
- Handling client phone calls and assisting with general fact finding.
- Carrying out administration duties through the whole policy life cycle
- Ensuring all paperwork is filed promptly and that files are maintained in good order.
- Printing off standard database reports, both routinely, and upon request.
- Storing and retrieving papers for Follow-Up
- Dealing with invoices and payments
- Calculating valuations
- Accurately updating details within the relevant database
- Ensuring all required actions are carried out at each key stage of the scheme
- Providing adhoc support to the team
- Photocopying
- Distributing incoming mail to the appropriate recipient.
In return we can offer a starting salary of up to £23K, plus excellent benefits and career development opportunities, with a well-respected and fast-growing financial services company.
Please submit your CV asap for immediate consideration.
