Existing Business Dealing Administrator

• Location: Bristol, BS1
• Salary: £23,000 - £26,000 per annum, dependent on experience
• Job Type: Full Time
• Office Hours: Mon – Fri, 9:30 AM – 5:30 PM

Join a well-established, medium-sized firm specialising in retirement advice, located in the heart of Bristol. With over 35 years of experience and a client base of over 800, we are known for our proactive approach and high workflow. We are currently seeking an Existing Business Dealing Administrator to enhance our team.

• Track the process of all client instructions, follow up on queries with insurance companies, and update clients accordingly.
• Provide excellent customer service when handling routine enquiries from clients via phone, letter, or email.
• Deal with routine enquiries from insurance companies.
• Ensure documentation complies with money laundering legislation and check application forms against recommendations to identify errors.
• Submit proposal forms to insurance companies online or via post.
• Handle the purchasing of units of collective investments and shares, and arrange fund switches, either online or on paper.
• Create short reports from standard documentation using word processing skills.
• Proactively manage your workflow and keep the Senior Existing Business Dealing Administrator updated on current positions.
• Use, maintain, and manipulate the database to ensure accurate and up-to-date information is accessible to all staff members.
• Liaise with team members to resolve problems and maintain the new business book.
• Obtain financial data from investment companies regarding clients' existing accounts, both online and over the phone.
• Accurately record client data on our database software.
• Opportunity to become a first aider or fire marshal upon completion of probation (training provided).

• Relevant experience within the personal finance industry is highly desirable.
• Candidates should have, or be working towards, industry-related qualifications.
• Good IT skills and familiarity with back-office systems.
• Excellent attention to detail and accuracy when dealing with client information.
• Ability to follow varied instructions and demonstrate proactive problem-solving skills.
• Ability to work independently and under pressure.

• Comprehensive training provided.
• Support and flexibility around obtaining further qualifications.
• 25 days holiday plus bank holidays.
• Company Pension scheme with employer-matched contributions up to 5% (upon successful completion of probationary period).
• Group Life scheme.
• Access to an emergency fund.

To apply for the Existing Business Dealing Administrator position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.