Administrator - Financial Services

Expiring today

First 4 Personnel (& Temps) Ltd
29 Apr 2017
29 May 2017
Contract Type
Full Time

Administrator - Financial Services

Central Woking, Surrey
£23000 + benefits including pension, annual 10% bonus, healthcare and life insurance

Due to expansion, an administrator is required by a local financial services company to support the advisors and manage new applications.

Duties will involve client liaison, creating asset spreadsheets, writing advisory letters, processing and setting up new client files, sending out correspondence, scanning meeting notes and documents onto in-house system (first software), diary management for advisors, raising and monitoring client invoices, managing quarterly and annual client reviews, including valuations.

Experience / Skills:
* Previous experience within financial services or pensions industry
* Degree educated
* Willingness to take qualifications
* Strong MSOffice and First Software

When applying; please make sure you include a contact email and telephone number, as well as your required salary, notice period and whether or not you have transport. First 4 Personnel (& Temps) Ltd is an established Recruitment Consultancy, Surrey-based, providing a full recruitment solution of temporary and permanent staff within the Surrey and Hampshire area, over 4 divisions:Accountancy & Finance; Sales & Marketing; Commercial & Office; IT & Executive. For more permanent, contract or temporary job opportunities in the Guildford, Farnham, Farnborough, Camberley, Weybridge, Woking, Staines and West Byfleet areas please check our website. You must reside in UK and be able to produce evidence of eligibility to work in UK. First 4 Personnel (& Temps) Ltd does not discriminate on the grounds of age, race, gender, disability, creed or sexual orientation and complies with all relevant UK legislation. We are acting as a Recruitment Agency in relation to permanent roles.