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- Location: Bristol city centre
- Job Type: Full-time
We are seeking a dedicated Existing Business Administrator to join our team. In this role, you will be responsible for managing financial data related to client accounts, ensuring accurate record-keeping, and generating reports to summarize clients' financial positions. This position requires a keen eye for detail and a proactive approach to problem-solving.
Day-to-day of the role:- Obtain financial data from investment companies, focusing on details of clients' existing accounts, using online systems and telephone communications.
- Accurately record client data on our database software.
- Generate reports that summarize the client’s financial position and any recommended investment changes.
- Research and compile investment data, such as costs and risk ratings.
- Maintain the valuation diary system and ensure all registrations and certifications with insurance companies are up-to-date.
- Handle general correspondence with clients and insurance companies via telephone, email, or letter.
- Perform general office duties, including filing, organizing files, archiving, and supporting large mailouts to clients.
- Assist in various administrative tasks across the business as needed, ensuring all team emails are managed and transactional work is processed efficiently.
- Demonstrated ability to follow instructions and make decisions in the best interest of the client.
- Strong organizational skills and the ability to manage multiple tasks simultaneously.
- Excellent communication skills, both written and verbal.
- Proficiency in using database software and online systems for data management.
- Experience in financial services or a related field is preferred.
- Comprehensive training and support for professional development.
- Flexibility around obtaining further qualifications.
- 25 days holiday plus bank holidays.
- Company pension scheme.
- Group life insurance.
- Access to an emergency fund.
To apply for the Existing Business Administrator position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
