Job Title: Administrator
Salary: £25,000 - £30,000
Location: Shirley
Hours: Monday to Friday
Description:
An Administrator is required to undertake general and database administration duties for an independent financial services practice in Shirley, Solihull.
Previous experience of working in Financial Services or Insurance is essential and applications without this will unfortunately not be considered.
This company has an extensive list of benefits for their staff including: study support, competitive holiday allowance, subsidised restaurant, pension scheme and free parking.
Duties:
- Inputting information on to the database including adding new clients
- Issuing and sending out letters of authority and recording of information on receipt
- Preparation of meeting packs for initial and client review meetings including compiling fund performance data using FE Analytics
- Updating client valuation sheets with information obtained from providers websites and by telephone
- Monthly fund performance reporting using FE analytics
- Scanning, filing & photocopying of documentation
- Preparing initial quotes for protection, investment and pension plans
- Producing recommendations letters and confirming advice
Skills Required
- An understanding and experience of working with databases, however, full training will be given if required
- A high level of accuracy and attention to detail
- Ability to use initiative but also to work in a team environment
- A methodical and thorough approach to work
- Strong organisational and prioritisation ability
- Have good written and verbal communication skills
- Computer literate with good keyboard skills
In return for your hard work, you will earn a salary of between £25,000 - £30,000 plus excellent benefits.
For more information, or to apply for this vacancy, please email your CV,
Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.
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