Administrator

2 weeks ago

Yeovil, United Kingdom Financial Careers Ltd Full time

Our client is one of the UK’s leading and most exciting Financial Planning and Accountancy firms. They are committed to nurturing exceptional talent and helping ambitious people achieve their goals. They are looking for team players who want to take controlof their career.

With four established offices across the West Country in Wells, Chippenham, Exeter and Yeovil and c300 highly trained and qualified staff offering service to over 5000+ clients at the highest level, they are truly a group of financial experts, fuelling ambitiousindividuals and companies across the South West.

They value their people highly and offer a variety of rewards and benefits. They are now looking for talented individuals to help provide **Administrative Support to the Financial Planning Team working from their Wells or Yeovil offices.**
- Maintain the accuracy of client data to assist in the ongoing management of data, to ensure that the client records are accurate and consistent
- Ensure all communications to clients and third parties adhere to both external regulation and internal policies and procedures leading to an efficient, consistent approach across the business
- To gather the necessary information to put together relevant documents to support the provision of advice
- Organising the diary, client appointment and maintaining client files and records on the back-office systems
- This role requires a minimum of 1 years experience in a professional administration environment
- Good communication skills, both written and verbal
- A high degree of organisation skills and attention to detail
- IT literate (Microsoft office) and ideally previous experience of Financial Services back-office systems

In return, there is a highly competitive starting salary of c £20-23,000 with 25 days holiday. This is exclusive of Bank Holidays which this year is an additional 9 days. People can also buy an extra 5 days of leave if they wish. You will also get your birthdayoff should it fall on a working day

Pension, Access to Perks at Work & Death in service at 4x salary

They are a very social bunch. Each office has an office head and a social committee who are given a budget to spend on such things. There are lots of other things in the office too such as bake-offs etc. If you work in Wells for example you probably cannotgo more than a fortnight without there being access to some sort of social event.

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