Administrator

Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach?

Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for an Administrator.

You will be providing day-to-day administration support to the Operations team, delivering an excellent client service and ensuring deadlines are met.

This is a fantastic opportunity to kickstart your commercial career, joining an organisaiton that offers long-term development.DAY TO DAY:• Prepare and package financial planning reports.• Preparing transactional templated client letters.• Liaise with product providers to obtain fees and charges on specific products.• Obtain and assist with the completion of application/instruction forms and fact finds.• Obtaining policy information, documents, factsheets, illustrations, and product comparison quotes.• Uploading documents and correspondence to client records.• Maintaining accurate client information and recording client interaction on the back-office system.• Assisting with the onboarding process of new clients.• Assisting with the annual review process of existing clients.• Any additional ad-hoc requests and support on company projects as and when required.WE WOULD LOVE TO SEE:• Strong experience using MS Office products.• Excellent communication skills, both written and verbal.• Be highly organised with good attention to detail.• Demonstrate being flexible and proactive with your approach.• Experience working as an administrator or someone who has a strong desire to work in financial services.• Self-motivated and adaptable to change.• Experience of working in a small to medium-sized financial services environment.AND FOR YOU:• £22,000-£23,000 per annum.• 25 Days holiday plus Bank Holiday.• Holiday buy and sell scheme.• Life assurance.• Group pensions.• Private medical care.• Income protection.• A range of discounts for schemes.• Free fruit deliveries.• Charity fundraisers and social events.

This is a full-time in the office role.Please apply today to be considered for this role!