Administrator

Recruiter
Location
Bournemouth
Salary
£18000.00 per annum
Posted
22 Sep 2016
Closes
20 Oct 2016
Ref
2849144
Contact
Sam Paterson-Crofts
Sector
Engineering
Job Type
Permanent
Level
Assistant

Administrator, Bournemouth, 18k


To assist with the day to day general administration for the Directors, and provide support to the senior staff dealing with various tasks to ensure the smooth running of the team, which has a large focus on dealing with external IFAs.

Key areas of focus for the role will be to prepare and process client service reviews and to liaise with external financial advisors to prepare and collate client review packs and initial investment reports.

Typing skills would be advantageous to provide cover and for specific projects. Excel skills are essential

General administration to include:-
 Communicating with Financial Advisers and clients and dealing with general queries
 Preparing and processing client service reviews
 Preparing and collating review packs and initial investment reports for Financial Advisors
 Preparation and processing of all new client forms and amendments
 Monitoring of transfers of assets/cash from other institutions and corporate actions.
 ISA subscriptions and transfers
 Liaising with operations department
 Checking fees and issuing fee notes
 Ensuring client reviews are recorded correctly on systems
 General record keeping and electronic filing


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