Administrator
other jobs 2i Recruit Ltd
Added before 1 Days
- England,South East,Surrey,Guildford
- full-time
- £35,000 - £40,000 per annum
Job Description:
Our client is looking for a highly experienced and motivated Administrator to join their growing team in the financial services sector. The ideal candidate will have experience in the financial services industry, with a strong background in administering various financial products.
Company Benefits:
*Company pension scheme.
*Private Medical Insurance (PMI) and other health-related benefits.
*Income Protection (IP) and Death in Service (DIS) coverage.
*Discretionary and performance-related annual bonuses.
*22 days annual leave, plus one additional day for each year of service, up to a maximum of 25 days.
Key Responsibilities:
*Manage the processing of new business for both individual and corporate clients, ensuring all documentation and regulatory requirements are met in a timely manner.
*Possess extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts (VCTs), pensions (individual and group), Private Medical Insurance (PMI), and Life Insurance-related business.
*Confidently liaise with clients and internal teams over the phone, delivering excellent service while maintaining a professional and approachable manner.
*Be highly skilled in using XPlan software, with a focus on fee reconciliation and other related functionalities. This will be a critical part of your daily tasks.
*Provide comprehensive administrative support to financial advisors and advisory support teams, ensuring smooth operations and compliance with company procedures.
*Demonstrate excellent numeracy skills and proficiency in using Excel for data analysis, reporting, and other administrative tasks.
Experience and Skills Requirements
*Minimum of five years’ experience in financial services, with a solid understanding of financial products and services.
*Diploma-level qualification in Financial Services (or working towards) is essential.
*Proficient in using XPlan software, with a particular focus on fee reconciliation features.
*Strong skills in Microsoft Excel, with the ability to analyse data and generate reports.
*Confident and articulate when speaking on the phone with clients and team members.
*A team player who is able to collaborate effectively with advisory and admin teams.
*Excellent numerical ability with an attention to detail and accuracy.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Company Benefits:
*Company pension scheme.
*Private Medical Insurance (PMI) and other health-related benefits.
*Income Protection (IP) and Death in Service (DIS) coverage.
*Discretionary and performance-related annual bonuses.
*22 days annual leave, plus one additional day for each year of service, up to a maximum of 25 days.
Key Responsibilities:
*Manage the processing of new business for both individual and corporate clients, ensuring all documentation and regulatory requirements are met in a timely manner.
*Possess extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts (VCTs), pensions (individual and group), Private Medical Insurance (PMI), and Life Insurance-related business.
*Confidently liaise with clients and internal teams over the phone, delivering excellent service while maintaining a professional and approachable manner.
*Be highly skilled in using XPlan software, with a focus on fee reconciliation and other related functionalities. This will be a critical part of your daily tasks.
*Provide comprehensive administrative support to financial advisors and advisory support teams, ensuring smooth operations and compliance with company procedures.
*Demonstrate excellent numeracy skills and proficiency in using Excel for data analysis, reporting, and other administrative tasks.
Experience and Skills Requirements
*Minimum of five years’ experience in financial services, with a solid understanding of financial products and services.
*Diploma-level qualification in Financial Services (or working towards) is essential.
*Proficient in using XPlan software, with a particular focus on fee reconciliation features.
*Strong skills in Microsoft Excel, with the ability to analyse data and generate reports.
*Confident and articulate when speaking on the phone with clients and team members.
*A team player who is able to collaborate effectively with advisory and admin teams.
*Excellent numerical ability with an attention to detail and accuracy.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Job number 1794221
metapel
Company Details:
2i Recruit Ltd
Company size:
Industry:
Leading Recruitment agency in Godalming, Surrey near Guildford. 2i Recruit Ltd recruits for candidates across Surrey, Hampshire, Sussex and Berkshire....