Job Description

The company pride itself on the highest level of personal advice and professionalism that they provide each and every client, with the emphasis on building long term relationships

As an Administrator, your main responsibilities will be to:

• You will be responsible for updating information in the back-office system
• Processing new business including liaising with providers
• Document management/scanning
• Assisting advisers with research/preparation to ensure the smooth running of day-to-day business
• General office duties, including answering telephones, preparing meeting packs for client appointments and reviews

What’s on Offer? As an Administrator, you will receive;

• £21,000 - £23,000 depending upon experience and qualifications. Increasing to £26,000 once you are familiar with research systems.
• Company Pension Scheme
• 23 days holiday plus BH

Required Knowledge, Skills, and Abilities

You will ideally have previous experience working within a similar financial services environment. Excellent communication, both written and verbal, and attention to detail is essential to succeed. Financial services qualifications would be a bonus. Must have experience in Pensions, Investment & Protection administration. Experience of back-office systems such as Plum or Intelliflo. (Desirable). Experience or research systems such as Defaqto, O&M, or Synaptics. (Desirable).