Administrator

GCB Recruitment

Posted 17 hours ago, valid for a month

Chelmsford, Essex CM3 4SX, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

An experienced Administrator with knowledge of the finance industry is sought for a position with a leading Financial Planner in Chelmsford.
The role offers a competitive salary ranging from £24,000 to £29,000 along with benefits such as career progression and training.
Candidates should have experience or an understanding of financial processes, as well as excellent customer service and interpersonal skills.
Key responsibilities include processing new business applications, assisting with suitability reports, and supporting Advisors.
The position requires strong communication skills, attention to detail, and the ability to work both independently and as part of a team.

Are you an experienced Administrator with knowledge of the finance industry? We have a new and exciting opportunity for you to join our client who is offering a great position with career progression, a strong salary and benefits!

Our clients, leading Financial Planners based in the Chelmsford area, are currently looking to recruit an Administrator to join their team due to business growth.

Working Hours:

As a Financial Administrator, you'll be required to work Monday to Friday

The successful Financial Administrator will be offered:

£24,000 - £29,000 Basic Salary
Career Progression
Training
Qualifications funded and supported
Competitive holiday allowance
Parking
Healthcare (after the qualifying period)

Requirements for the role of Financial Administrator:

Experience or understanding of financial process.
Excellent customer service and interpersonal skills
Ability to work on own initiative and as part of a wider team
Strong communication skills; both written and verbal
Attention to detail
Organised
Strong IT skills

Key duties for the role of Financial Administrator will include but will not be limited to:

Processing new business applications
Assisting with suitability reports
Booking client reviews
Supporting the Advisors
Dealing with incoming calls and e-mails

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