Administrator

Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach?

Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for an Administrator.

You will be providing day-to-day administration support to the Operations team, delivering an excellent client service and ensuring deadlines are met.

This is a fantastic opportunity to kickstart your commercial career, joining an organisaiton that offers long-term development.

DAY TO DAY:
• Prepare and package financial planning reports.
• Preparing transactional templated client letters.
• Liaise with product providers to obtain fees and charges on specific products.
• Obtain and assist with the completion of application/instruction forms and fact finds.
• Obtaining policy information, documents, factsheets, illustrations, and product comparison quotes.
• Uploading documents and correspondence to client records.
• Maintaining accurate client information and recording client interaction on the back-office system.
• Assisting with the onboarding process of new clients.
• Assisting with the annual review process of existing clients.
• Any additional ad-hoc requests and support on company projects as and when required.

WE WOULD LOVE TO SEE:
• Strong experience using MS Office products.
• Excellent communication skills, both written and verbal.
• Be highly organised with good attention to detail.
• Demonstrate being flexible and proactive with your approach.
• Experience working as an administrator or someone who has a strong desire to work in financial services.
• Self-motivated and adaptable to change.
• Experience of working in a small to medium-sized financial services environment.

AND FOR YOU:
• £22,000-£23,000 per annum.
• 25 Days holiday plus Bank Holiday.
• Holiday buy and sell scheme.
• Life assurance.
• Group pensions.
• Private medical care.
• Income protection.
• A range of discounts for schemes.
• Free fruit deliveries.
• Charity fundraisers and social events.

This is a full-time in the office role.

Please apply today to be considered for this role!