We are currently looking for an skilled and competent administrator to join a friendly and forward thinking Financial Services company based in Taunton. This is a great opportunity with someone with strong administrative experience gained within the financial services industry to continue to develop their career.
If successful, your duties will include setting up new Client electronic files, composing suitability letters and processing letters of authority. You will also be responsible for preparing Client valuations and organising electronic filing. You will need excellent customer service skills and be able to demonstrate a high level of professionalism at all times. You will also need strong written and verbal communication skills and very good IT Skills. Good keyboard skills are essential as is a good grasp of all Microsoft Office packages. You will also be using an industry specific CRM, Intelligent Office (IO) so previous experience of this is desirable but not essential. The client will also be looking for the successful candidate to complete some basic para-planning reports as part of their duties- full training will be given in this area.
Ideally candidates will hold their Diploma in Regulated Financial Planning or be working towards it. The company will support candidates in their continued development towards this qualification.
For further information please apply below. Due to the high level of anticipated responses for this position, we will only contact those applicants whose skills and experience directly meet the requirements specified for the role.
Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.