Business Administrator - Swansea, United Kingdom - Estate Capital Financial Management Ltd
2 weeks ago
Description
One of Swansea's leading firms of independent financial advisers wishes to appoint a business administrator.
This role involves providing technical and administrative support to financial advisers, including research of suitable financial products to meet our clients needs, processing business, creating technically accurate reports, recording and managing existing business and client relationships and maintaining statistical information and office administration.
Key requirements are:
- excellent communication skills, both verbal and written;
- proficiency with IT systems;
- office experience, including face-to face client interaction and letter writing;
- willingness to learn;
- ability to prioritise and work unsupervised.
- Corresponding with clients and service/product provider.
- Maintaining backoffice records
- Updating backoffice system re new clients and new business information.
- Processing new business, both manually and using online facility.
- Checking policy documents for accuracy, updating backoffice system accordingly and, where necessary, forwarding to clients.
Depending upon experience and qualifications the salary range is £22,000 to £25,000 plus an employer funded pension plan.
Job Types:
Full-time, Permanent
Salary:
£22,000.00-£25,000.00 per year
Benefits:
- Company pension
- Sick pay
Schedule:
- Monday to Friday
COVID-19 considerations:
Clients are encouraged to wear masks, common surfaces are sanitised regularly, hand sanitisers are at each entrance and social distancing is encouraged
Work Location:
One location
Application deadline: 15/04/2023
Reference ID:
Admin1
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