This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a highly regarded firm of Independent Financial Advisors based in the heart of Ashford, Kent.
Our client is a long established and highly successful business that supports private individuals, companies, trusts and charities with advice on wealth management, retirement, mortgages and tax planning.
Due to ongoing growth within the business our client currently has an opportunity for an experienced Administrator to join their team.
Role
• An experienced administrator with great IT skills and demonstrable problem solving abilities to join the team
• The job entails all aspects of financial services administration
• You will join an established administration team supporting a number of Financial Advisers
Experience
• Financial services experience is preferred – a high degree of computer literacy/competence is essential
• Problem solving abilities – part of the job involves adapting and amending our clients based back office system
• At least intermediate internet, Word, Excel & Outlook
Duties and Responsibilities
• Administration and maintenance of client files
• Administration and maintenance of company records
• Developing our use of our back office system
• Liaising with system provider
• Scanning documents
• Fee and commission reconciliation
• File audit
Package
• Basic salary £18,000 - £25,000 dependent on experience
• Annual leave entitlement
• Office hours are 9 – 5.30 Monday to Friday with an hour for lunch
Advertiser: Agency
Reference: JPCJ610
Posted on: 2021-04-11 16:49:37
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Ashford, Kent
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This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
Clark James Recruitment are working with a highly regarded firm of Independent Financial Advisors based in the heart of Ashford, Kent.
Our client is a long established and highly successful business that supports private individuals, companies, trusts and charities with advice on wealth management, retirement, mortgages and tax planning.
Due to ongoing growth within the business our client currently has an opportunity for an experienced Administrator to join their team.
Role
• An experienced administrator with great IT skills and demonstrable problem solving abilities to join the team
• The job entails all aspects of financial services administration
• You will join an established administration team supporting a number of Financial Advisers
Experience
• Financial services experience is preferred – a high degree of computer literacy/competence is essential
• Problem solving abilities – part of the job involves adapting and amending our clients based back office system
• At least intermediate internet, Word, Excel & Outlook
Duties and Responsibilities
• Administration and maintenance of client files
• Administration and maintenance of company records
• Developing our use of our back office system
• Liaising with system provider
• Scanning documents
• Fee and commission reconciliation
• File audit
Package
• Basic salary £18,000 - £25,000 dependent on experience
• Annual leave entitlement
• Office hours are 9 – 5.30 Monday to Friday with an hour for lunch
Advertiser: Agency
Reference: JPCJ610
Posted on: 2021-04-11 16:49:37
I want to receive the latest job alerts for:
jobs in Ashford, Kent
Part-Time Projects Administrator
Premier Work Support
Up to £28000 per annum + Pro-Rata
Service Operations Coordinator
Burtons Medical Equipment Ltd
Salary of £33,733 per annum dependent on experience
Hays Specialist Recruitment Ltd
£55000.0 - £70000.0 per annum + 70000
Maintenance & Facilities Supervisor
The Duke of York's Royal Military School
DOYRMS Band 8 - £37,061 to £42,386 per annum, dependent on skills, qualifications and experience
Recruitment Solutions South East Ltd
£65,000 - £75,000