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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.
Refer a friend
If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if we assist them in securing a permanent role and a minimum of £25 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)
