Financial Services Administrator

• £25,000
• Based in Guildford
• 28 days holiday
• Flexible working after probation (1-2 days from home)
• Discretionary bonus (has been 4-10%)
• Death in service
• Income Protection
• Free parking on site

Overview:

An excellent opportunity has arisen for an individual who is looking to start their career in financial services and would like to join our established administration team.  Perhaps someone who has worked for a Bank or an Insurance Company who would now like to move on to a Wealth Management role with a wholly independent firm.

Job specification:

• Open and distribute the post
• Greeting visitors/clients to the office and assisting with queries
• Answering phone calls and passing on messages to the Admin and Advisers
• Assisting with booking annual reviews with clients
• Preparing client packs and valuations for annual reviews and ad-hoc meetings
• Processing and managing letters of authority and chasing the providers for the information
• Setting up internal meetings when requested by management
• Assist with seminars preparation where required

Person specification:

• Attention to detail
• Experience working in an administrative capacity or team environment
• Excellent verbal communication skills – telephone and written word
• Very good understanding of Word, Excel, and Outlook

Apply now for more information