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Posted 26 February by Juice Recruitment Ltd Easy Apply Ended

Juice Recruitment are recruiting for an Administrator to join a leading, Central Bath based financial services company.

As an administrator you will be responsible for, but may not be limited to:-

  • Providing support between one and three Independent Financial Advisers
  • Producing and collating pre-meeting paperwork for clients (including portfolio valuations and application forms)
  • Processing new business applications and documentations using various platforms
  • To ensure related business fees are produced and chased as required
  • To carry out AML checks
  • Dealing with various queries from both advisers and colleague
  • To carry out general administrative tasks and client support duties

Experience with previously working as an administrator within a financial industry would be greatly advantageous. You’ll need to work proactively and efficiently.

Benefits include - 25 days per year, 20% flexible benefits package, pension.

Reference: 34554190

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