Financial Administrator - Torquay, United Kingdom - Westcountry Jobs

Westcountry Jobs

Verified Company

Torquay, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Administrator

Location:
Torquay

Full/Part Time:
Full-time

Salary:
£18-25k gross per annum

ABOUT THE COMPANY
Our Client is recruiting for an experienced Administrator to join their small, friendly team.

THE ROLE/ DUTIES:

As a Financial Administrator, you will be responsible for:

Dealing with general enquiries from clients and third parties
Chasing providers for funds and information
Providing admin support and providing excellent customer service to clients
Submitting new business and fund transfers
Sending correspondence and requesting detailed information from providers
Carrying out fund switches and financial calculations using specific processes and systems
Setting up client meetings
Producing client annual review letters
Managing the CRM system and ensuring all clients records are kept up to date.

REQUIREMENTS/SKILLS:

Be highly organised, able to work on own initiative and great at prioritising workload
Positive / Professional
Experience of administration role, ideally within Financial Services sector
Interest of financial services
Excellent IT and Communication Skills

BENEFITS:

Progression Structure & Exam Support
Death in Service
Discretionary Bonus
Day off on your Birthday
Company PMI available to Staff & Family
Time off to undertake Charitable Work
Increased Holiday Allowance after 2 years Employment
Parking

If you feel you are the right person for our Client, then do apply.

Job Types:
Full-time, Permanent

Salary:
£18,000.00-£25,000.00 per year

Benefits: