£20K/yr to £24K/yr
England, United Kingdom
Permanent, Variable

LOA administrator

Posted by Everpool.

Administrator Rayleigh, Essex £20,000- £24,000 per annum

We are seeking a motivated individual to join our investment research team as a trainee administrator. This role involves close collaboration with Financial Advisers to facilitate the provision of financial advice to their clients. The position is fast-paced, requiring adherence to agreed timeframes. Comprehensive personal training and development will be provided, making this role ideal for someone aspiring to advance within the financial services industry.

Key Responsibilities:

  • Receive and process new cases
  • Download and categorize files into appropriate folders
  • Verify the accuracy of documents
  • Generate system documentation
  • Liaise with Advisers and Providers to gather necessary information
  • Verify Provider information and upload it to the back-office system
  • Provide general office support as needed

Qualifications and Skills:

  • Excellent attention to detail
  • Proficiency in using back-office systems
  • Ability to collate and process information within specified timeframes
  • Strong organizational skills to manage own diary and prioritize workload
  • Clear and professional communication skills
  • Good telephone manner
  • Keen interest in starting a career in financial services

What We Offer:

  • Personal training and development opportunities
  • A dynamic and supportive work environment

Please reach out today if you are intersted in hearing more. Please note only successful candidates will be contacted.

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