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Administrator - 1 day office, 4 days home working

Location
Dorset
Remote Working
Remote Working
Salary
£20,000 to £26,000
Job Type
Permanent
Posted
28 Jul 2022

Financial planners are seeking a Administrator to join their successful financial planning team. You will be providing administrative support to the team of planners, paraplanners and clients, you will be provided with training to work on a variety of platforms and systems.

The ideal candidate will have proven background in administration, be a strong communicator both written and verbal and have a sound understanding of Microsoft applications such as word.

It would be advantageous if you have worked within a financial services business but not essential. Full training and support will be provided for a confident and ambitious individual.

The position is full time, paying a salary of upto £26,000 and a benefits package of generous holiday and pension. My client operates a agile working policy, you will need to attend Christchurch/ Wimborne once a week, with the option to work 4 days at home.

  • Dealing with client or provider queries promptly, via telephone and email
  • Distribution of letters of authority and collating policy information from providers
  • Fund performance analysis via FE Analytics and comparisons via Assureweb
  • Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals and cash balances of Standard Life/Old Mutual Wealth
  • Supporting the review process including assisting in the preparation of documentation ahead of client appointments
  • Processing death certificates and changes to client personal information
  • Recommending improvements to administration processes to increase efficiency
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Details

  • Job Reference: 670335553-2
  • Date Posted: 28 July 2022
  • Recruiter: Appointed Ltd
    Appointed Ltd
  • Location: Dorset
  • Remote Working: Some remote working possible
  • Salary: £20,000 to £26,000
  • Sector: Administration
  • Job Type: Permanent