Job Overview

Bath, England
Job Type
Full Time
£18,000 - £22,000 Per Year
Date Posted
9 days ago

Additional Details

Job ID
Job Views

Job Description

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

This could suit a graduate or equivalent looking to pursue a career within professional services, or someone with good administration looking for a new challenge. We will consider a variety of backgrounds as long as you are positive and enthusiastic and demonstrate a willingness to learn.

Duties include but not limited -

* Prepare and package financial planning reports.

* Preparation and amendment of client letters.

* Liaise with product providers to obtain fees and charges on specific products.

* Obtain policy information, documents, factsheets, illustrations, and product comparison quotes.

* Uploading documents and correspondence to client records.

* Maintain accurate client information and record client interaction on the back-office system

* Assist with the on boarding process of new clients.

* Assist with the annual review process of existing clients.

* Any additional ad-hoc requests and support on company projects as and when required.

About you -

* 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 is advantageous.

* Self-motivated and adaptable to change.

* Ideally you will demonstrate a willingness to work in a professional services environment.

Benefits: 25 days holiday plus Bank Holiday’s, holiday buy and sell scheme, life assurance, group pensions, private medical care, income protection, a range of discounts for schemes as well as free fruit deliveries, dress down Friday’s, charity fundraisers and social events.

This role is ideal for someone who enjoys working in a busy environment, has a keen eye for detail and has previously worked in a similar administrative role within Financial Services.

Please do get in touch to be considered for this fantastic role


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