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Senior Administrator

Howett Thorpe
Posted 6 days ago, valid for 17 days
Location

Godalming, Surrey GU8 5SG, England

Salary

£36,000 - £43,200 per annum

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Contract type

Full Time

Retirement Plan
Flexible Spending Account

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A well-established financial services organization in Godalming is seeking a Senior Administrator to join their team.
  • The role requires previous experience in a similar position within the financial services sector, with a salary offered at £30,000 to £35,000 per annum.
  • The position is fully office-based and involves working within the investment services team, focusing on client review processes and documentation accuracy.
  • Candidates should possess high attention to detail and good communication skills, with CF level 1 being advantageous.
  • Benefits include 25 days of holiday plus bank holidays, a study support package, onsite car parking, and a pension scheme.

This well established, financial services organisation based in Godalming are looking for a Senior Administrator to join their team. You will be joining a reputable business that provides a great service and a brilliant working culture. Furthermore, this role will be fully office based in modern offices and will suit an experienced Administrator who has experience in the financial services sector and is now looking for a new challenge. This client is looking to move quickly and can interview ASAP.

Senior Administrator - Benefits

  • 25 days holiday plus bank holidays
  • Study support package
  • Car parking onsite
  • Pension scheme

Senior Administrator - About The Role

In this role you will be working within the investment services team and will be working in a team of 10. You will be working in a fast-paced environment and will need to be highly organised/efficient. Your key responsibilities will be:

  • Maintenance of the client review process including the preparation of spreadsheets and reports accordingly.
  • Preparation and typing of letters and other reports, where required.
  • Obtaining new business illustrations for Investment and Pensions Consultants where required.
  • Processing of new business applications, including checks to ensure that documentation is correct.
  • Maintenance of client database.
  • Assist in the ongoing research into appropriate investment funds.
  • Ensure all administration is completed in an effective manner to meet the firm’s record keeping and file quality requirements.
  • Ensure that the firm’s high standards of client care are met, and operating at all times within the Rules of the FSA.
  • To undertake all other duties as reasonably required and directed.

The successful Senior Administrator will have:

  • Previous experience in a similar position
  • Experience in the financial services industry is essential
  • CF level 1 would be advantageous
  • High attention to detail
  • Good communication skills

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.