Finance Administrator

Expiring today

Recruiter
Anonymous
Location
Gloucester
Salary
22000.00 - 25000.00 GBP Annual + GBP22000 - GBP25000/annum Benefits
Posted
19 Sep 2017
Closes
17 Oct 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Wealth Management Administrator/ Paraplanning Administrator required for growing company in Gloucester

Salary: GBP22000 - GBP25000 per annum DOE, plus benefits

Hours: Full time Monday - Friday

Location: Gloucester

Attributes required:

First class administrative and communication skills
Previous experience working as a support Administrator within a Pensions, Investments, IFA practice
Financial Services qualifications an advantage e.g. CF1 qualification as a minimum
Excellent attention to detail and first-rate written skills
Good communication skills to liaise with both providers and clients
Ability to manage their own workload

Qualifications: Minimum 5 GCSEs at grade C or above or equivalent including Maths and English

The Paraplanning Administrator will join a skilled, motivated team and will assist with research, reports and administration.

Duties:

Confirming appointments by telephone and email and related confirmation appointment correspondence for client meetings.
Preparation of documentation to support client meetings to include creation of client packs for Wealth Management Advisors
Updating CRM database with new client information and creation and maintenance of client files
Preparation of new business applications, contract documentation, illustrations, invoices and supporting information
Collation of ID & Vetting documentation
Expediting surrenders and applications to completion
After sales administration
Marketing assistance to include, Client Mailers, newsletter mail merge, advertising, birthday and anniversary activities
Stationary and sundry audit and order
Scheduling review meetings for existing clients.

Interested? Please forward your CV as soon as possible.

SJM Recruit Limited is acting as an Employment Agency in relation to this vacancy