Administrator - Christchurch - Salary up to £28,500 DOE
An Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supporting the office.
The working hours for this role are 37.5 hours Monday to Friday with flexible start and finish times between 8am - 6pm.
Main responsibilities:
- Dealing with client or provider queries promptly, via telephone and email
- Distribution of letters of authority and collating policy information from providers
- Fund performance analysis via company platforms.
- Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals and cash balances.
- General administration and servicing including processing death certificates and changes to client personal information
- Recommending improvements to administration processes to increase efficiency
- Assist in the production of illustrations via insurance websites and requesting and collating annuity quotations
Key Skills
- Experience within a similar role is advantageous with IFA experience.
- Good knowledge of platforms, such as Standard Life Wrap, Novia and Quilter and back-office systems.
- High standard of communication, both written and oral.
- Excellent analytical and problem solving skills.
- IT literate
- Work with accuracy and attention to detail
- Will be requested to work in the Wimborne office as well
Benefits:
- Competitive salary
- Hybrid working
- 25 days holiday plus bank holidays
- Private pension (3% of gross salary)
- Private medical insurance after 6 months service
- Annual bonus scheme
If you are interested in the Financial Administrator role, please send your CV to or alternatively, apply online.
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency