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Admin support

Location: BATH SPA, SOMERSET Salary: 18000 - 25000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: PART TIME Applications: 1
Posted: 5 months ago Reference: 3216712
My Client are a Regional based IFA firm base din the heart of Bath, whoare looking for a bright, conscientious individual to provide administrative support to a Financial Adviser and his team. You will be working alongside the adviser's Assistant and Paraplanner supporting them with a variety of tasks.

The ideal candidate will have previous experience in a similar environment and previous Financial Services experience is essential. This role will be varied and would suit an individual who is organised, has a high level of attention to detail and is confident dealing with client's and product providers in person and over the telephone.

Package offered:

· Working hours to be agreed, min 21 hours per week between 9 -5 Monday - Friday

· Contributory pension scheme

· Discretionary bonus

· 25 days holiday per year pro rata

· Comprehensive voluntary benefits package, including access to childcare vouchers, discounted parking scheme, cycle to work scheme, eye test vouchers, health cash plan, shopping vouchers, gym discounts and more

· Support with training/qualification





Your responsibilities will include, but not be limited to:

· Liaising with product providers

· Collating information and producing client valuations

· Scanning and electronic filing

· Carrying out Anti-Money Laundering checks

· Data entry, maintaining registers and client information.

· Preparing new business applications and paperwork for client meetings

· Using various online systems to obtain information

· Dealing with written and telephone enquiries from clients and product providers.

· Ensuring that procedures and compliance requirements are adhered to

· Answering the telephone and directing calls

· Preparing refreshments for meetings

· Managing your own workload to ensure deadlines are met

· Providing general administration support

· Helping other teams with various tasks as and when required



In addition, the candidate will :

· Have a previous experience in a similar role in Financial Services

· Have good knowledge of wealth management products including pensions, investments and protection

· Have equivalent qualification to A level standard or above

· Have a friendly and professional attitude

· Have knowledge of Microsoft products including Outlook, Excel and Word

· Have the ability to react to varying situations with a can do and proactive attitude

· Have the ability to multi task

· Be organised and methodical

· Have a high level of attention to detail

· Be a confident communicator



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