Financial Planning Administrator : 17121

Recruiter
Acorn Recruitment
Location
Somerset, UK
Salary
Competitive
Posted
13 Sep 2019
Closes
02 Oct 2019
Ref
1261862273
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Acorn Finance is currently working with a financial services organisation with significant coverage across the South West. This organisation provides a range of services that provide financial support for both consumers and businesses.

They're looking for an Administrator to join their financial planning division in Weston-Super-Mare. This opportunity will give you a great insight into how financial services organisations provide financial planning advice for their clients.

The role will involve:

* Play a key role in the client review unit to ensure all agreed SLA's are met
* Ensure that all client information is entered onto their database correctly
* Use the tools at your disposal to build valuation reports on client's portfolios
* Maintain accurate records and adhere to company policies to ensure confidentiality
* Produce all relevant paperwork like letters, reports, application forms and others for clients

What we're looking for:

* Experience in a similar role
* Excellent client and customer service care
* Great communication skills
* Good time management and organisational skills
* Great level of exposure to IT systems and MS Applications

What's on offer:

* Opportunity to work with one of the top financial services organisations in the South West - Ranked in the Top 50 in their industry
* Competitive salary up to £21,000
* Flexible working arrangements
* Bonus schemes available after specified length of service
* Life Insurance
* Generous pension scheme
* Various other benefits

Acorn Recruitment acts as an employment agency for permanent recruitment

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