Administrator - Financial Services

  • Location

    Gloucestershire

  • Sector:

  • Job type:

    Permanent

  • Salary:

    To £22,000 plus bonus + benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    15 days ago

  • Expiry date:

    2022-01-03

  • Consultant:

    Thomas Williams

MB Fitzgerald are working with a successful financial services organisation to recruit an additional Administrator. Our client is a Financial Planning business that provide holistic independent advice to clients across the South West, due to continued expansion they now require a new member of staff to help with the busy workload.

 

As an administrator you will get involved in all aspects of support for the company, some of the duties involved include:

 

  • Answering telephone calls from clients & third parties

  • Processing documents, new business and updating/inputting on to the internal system

  • Issuing letters of authority to product providers

  • Issuing emails to clients requesting appointments with their adviser

  • Chasing clients for any outstanding documentation

The client is looking for a hardworking and professional individual. Ideally you will have experience working within a Financial Services organisation, the client will consider individuals from a banking, pensions, investments, accountancy or financial planning background.

 

This is an excellent opportunity to join a growing Financial Services organisation where you can have a long term career with exciting progression opportunities. Basic salary to £22,000 + bonus and company benefits.