Financial Services Administrator

  • Location

    Bristol, England

  • Sector:

    Office & Professional

  • Job type:

    Permanent

  • Salary:

    £22000 - £25000 per annum + holiday, pension, health care etc

  • Contact:

    Danny Harding

  • Contact email:

    salisbury@meridianbs.co.uk

  • Job ref:

    65489414_1552063181

  • Published:

    13 days ago

  • Expiry date:

    2019-04-07

  • Startdate:

    ASAP

Fantastic opportunity for someone who wants to work hard, with opportunity to develop and be part of a growing business.

I am looking for a Financial Services Administrator to join their growing team based from their offices in Bristol.

The role; as the Financial Services Administrator you will be part of the team who offer investment advice and effect transactions across a range of financial products including investments, pensions and life assurance for clients.

Key Responsibilities:

  • Providing assistance to team members including advisors
  • Drafting letters and writing emails
  • Answering and dealing with telephone enquiries
  • Maintaining and developing records
  • Co-ordinating member fund switches
  • Assisting with non-advised transfer analysis
  • Managing individual projects
  • Assisting with the preparation of fee schedules

About you:

  • Have a professional, proactive and positive attitude
  • Be able to communicate effectively in writing and verbally
  • Have good numeracy and literacy skills
  • Have strong administration skills
  • Be able to prioritise and organise workload
  • Produce work that has a high level of accuracy and attention to detail
  • Be comfortable working in a regulated environment
  • It would be ideal if you have some Financial qualifications

This is a full time role working Monday to Friday, 9am to 5pm, salary is circa £25,000(dependant on skills and experience) Benefits include holiday, pension, healthcare and much more.

Please contact Gemma Lawrence at Meridian on 01722 328038 / 07876250447 to apply and find out more or email glawrence@meridianbs.co.uk

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.