Job Description

You will be part of our administration team and will provide support to our team of paraplanners and advisers. Previous experience within a financial services administration role is desirable but full training will be provided. The role is for an immediate start, full time hours 9am-5pm Monday to Friday.

Main Duties will include:

• First point of contact for client and adviser queries
• Logging incoming & outgoing mail
• Sending letters/documents to Clients & Providers
• Binding reports
• Stationary orders
• Obtaining client portfolio valuations
• Compiling reports on charges and valuations
• Liaising with Product Providers and Advisers
• Data Processing
• Adding client details & documents to our in house system

What we can offer:

• A competitive salary
• 20 holidays + Bank holidays
• Full on the job training
• Pension Plan
• Full financial support to obtain industry recognized qualifications after qualifying period
• Friendly working environment
• Company pension
• On-site parking

Schedule:

• 8 hour shift
• Monday to Friday

Required Knowledge, Skills, and Abilities

• Good IT skills, with a working knowledge of Microsoft Office
• Good literacy and numerical skills
• Good analytical skills and attention to detail
• An excellent Telephone manner
• Be well organized
• Have ability to work on own initiative and support others in a team where necessary
• Excellent interpersonal skills
• Have the ability to follow set workflow processes accurately
• Previous experience working with pensions
• Experience working in an administrative role in a professional office environment
• Friendly Demeanor with a passion for helping clients
• GCSE level or above (Math & English)