Letter of Authority Administrator - Colchester, United Kingdom - Douglas Steers & Company

Tom O´Connor

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Tom O´Connor

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Description

An exciting opportunity to join a rapidly expanding and ambitious financial services company, featured in the FT Top 100 Financial Advisers for four consecutive years; 2020, 2021, 2022, 2023.

We are looking for a dedicated Letter of Authority Administrator to join our friendly team to assist with providing support to our team of advisers.

Please note this is a Full time position, Monday to Friday. Immediate Start Available.

  • A good work ethic
  • Ability to work as part of a team or on their own, using initiative
  • Highly organised & methodical with excellent attention to detail
  • Confident with figures
  • Good communication skills
  • Friendly and helpful telephone manner
  • Ability to work to tight deadlines and under pressure if required

Duties will include but are not limited to:

  • Sending off Letters of Authority to pension and investment companies
  • Chasing through Letters of Authority and obtaining information requested
  • Completing letters to clients confirming policy information obtained
  • Making outgoing calls to pension and investment companies to obtain client information
Full training and support provided with opportunities for growth and development within the company.


Job Types:
Full-time, Permanent


Pay:
£25,000.00 per year


Schedule:

  • Monday to Friday

Work Location:
In person

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