Portfolio Administrator

  • Location

    Salisbury, Wiltshire

  • Sector:

    Office & Professional

  • Job type:

    Permanent

  • Salary:

    £20000 - £22000 per annum + holiday, pension, health care etc

  • Contact:

    Danny Harding

  • Contact email:

    salisbury@meridianbs.co.uk

  • Job ref:

    4257541_1589889330

  • Published:

    8 days ago

  • Expiry date:

    2020-06-18

  • Startdate:

    ASAP

A fantastic opportunity to join a well established and growing company. Our client is a Financial Services provider, and they are looking for an Financial Services Administrator to join the team in Salisbury.

Key Skills

  • Previous Financial Services experience is essential
  • Strong organisational skills
  • Ability to effectively prioritise workload
  • A fine eye for detail
  • Strong communication skills, written and oral

Key Duties

  • Ensuring client reviews are completed in a timely manner on a quarterly, half yearly or annual basis depending on the requirements of the adviser and client categorisation,
  • Carrying out ad-hoc valuation requests, either for client meetings or for the adviser's own review purposes. Able to respond and adapt to changes in work priorities.
  • Handling telephone calls from colleagues and clients in respect of any queries they may have.
  • Confident in calling providers and liaising with 3rd parties. Liaising with advisers across the business and building good relationships.
  • Maintain work management reports, and oversee all works have been checked by the adviser before being subsequently sent out to the client.
  • Answering the telephone in a professional and timely manner, dealing with incoming enquiries and taking the appropriate action.
  • Maintaining the comprehensive document management system.

This is a full time role offering a salary circa £20,000 - £22,000 (dependant on skills and experience) based in Salisbury.

Please contact Danny at Meridian on 01722 328038 to apply and find out more or email salisbury@meridianbs.co.uk

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