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Form of work
SalaryAs an Associate Administrator you will be responsible for providing administrative support and managing relationships between the Practice and clients.
To be considered for Investment Administrator:
- Experience of providing administrative support in a financial setting desirable
- Competent use of Microsoft Office Software
- Comfortable working to deadlines
- Excellent organisation skills and can prioritise workload
- Provide client/adviser administrative support
- Promote additional services to new and existing clients
- Onboarding of new clients
- Maintain accurate records at all times
- Point of contact for clients, handling incoming calls and emails, providing regular updates
- Liaising with third parties
- Adhoc admin/ project work as and when required by other departments
- Salary of £25-28k dependant on experience
- Company pension scheme
- Hybrid working
- Progression available and further training and development opportunities
- Company events
We would like to thank you for taking the time to apply for this vacancy.
If you are not selected for this particular position, your CV will be kept on file and you may be contacted for other suitable roles in the future.
