Business Administrator - Swansea, United Kingdom - Estate Capital Financial Management Ltd

Estate Capital Financial Management Ltd

Verified Company

Swansea, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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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.

Full training will be provided leading professional qualifications.

The post will be suitable for somebody with relevant experience within the financial services (or similar) industry. A suitable degree and/or CII qualifications will be beneficial.

Depending upon experience and qualifications the salary range is £22,000 to £30,000 plus an employer funded pension plan.

Pay:
£22,000.00-£30,000.00 per year

Benefits: