Administrator

Contract:
Permanent
Category:
Full Time
Job Sector:
Administration / Office Work
Region:
Unspecified
Location:
Bristol
Salary description:
Competitive
Posted:
19/07/2017
Start Date:
ASAP
Recruiter:
Alex De Silva & Co
Job Ref:
245276518

Administrator

Kingswood, Surrey

Salary Negotiable

Alex De Silva & Co Wealth Managers is a small independent IFA practice that specialises in Wealth Planning, Mortgages and Protection.

Due to continued business growth we require an additional Administrator to work closely with our Chartered Financial Planner, as part of our friendly team based in Kingswood, Surrey.

Duties include:
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Update and maintain accurate client records.
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Complete applications for any new business by paper or 'on-line'.
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Liaise with providers to obtain quotes and product information.
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Scanning all paper documents received via post - filing and updating the back office accordingly.
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Assisting with processing provider 'commission' statements

Candidate Requirements:
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Ideally you will have experience of working in a busy office environment, financial services experience would be beneficial but is not essential as full training will be given.
*

An interest in Financial Services.
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Strong attention to detail.
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Ability to self-manage and prioritise your own work load.
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Strong team player.
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Excellent customer service skills.
*

Computer Literate.

Company Description

Closing Date:
16/08/2017

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