Dewislen
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LOA administrator

Manylion swydd
Dyddiad hysbysebu: 24 Gorffennaf 2024
Cyflog: £20,000 i £24,000 bob blwyddyn
Oriau: Llawn Amser
Dyddiad cau: 23 Awst 2024
Lleoliad: Rayleigh, Home Counties, rayleigh
Cwmni: Everpool Recruitment Limited
Math o swydd: Parhaol
Cyfeirnod swydd: 53746443

Crynodeb

Administrator
Rayleigh, Essex
£20,000- £24,000 per annum

We are seeking a motivated individual to join our investment research team as a trainee administrator. This role involves close collaboration with Financial Advisers to facilitate the provision of financial advice to their clients. The position is fast-paced, requiring adherence to agreed timeframes. Comprehensive personal training and development will be provided, making this role ideal for someone aspiring to advance within the financial services industry.

Key Responsibilities:

- Receive and process new cases
- Download and categorize files into appropriate folders
- Verify the accuracy of documents
- Generate system documentation
- Liaise with Advisers and Providers to gather necessary information
- Verify Provider information and upload it to the back-office system
- Provide general office support as needed

Qualifications and Skills:

- Excellent attention to detail
- Proficiency in using back-office systems
- Ability to collate and process information within specified timeframes
- Strong organizational skills to manage own diary and prioritize workload
- Clear and professional communication skills
- Good telephone manner
- Keen interest in starting a career in financial services

What We Offer:

- Personal training and development opportunities
- A dynamic and supportive work environment

Please reach out today if you are intersted in hearing more. Please note only successful candidates will be contacted.