Administrator

Are you a numbers enthusiast or a recent finance graduate? Maybe you've got financial services experience and are ready for a new challenge?

Keep reading as this role could be for you!!..

Central Woking

Full Training Provided

£23,000 - £25,000 Plus 23 days holiday +BH, Pension scheme, Private Health Insurance, Study support opportunities, Flexible working hours and Hybrid working (3 days in the office)

Our client is a leading financial services organisation based in the heart of Woking and due to growth they are looking for a motivated individual to join their friendly team!

As an administrator, you will play a key role in ensuring the smooth operation of the Management System. You will help maintain client records, process transactions, and ensure timely documentation for clients.

You will be maintaining clear communication, upholding company procedures, and ensuring all client information and documentation is accurately captured and managed within set time-frames to support seamless service delivery.

Sounds interesting???...what will my daily duties be??...

Daily Duties:

Evaluating client portfolios and offering recommendations.
Preparing and issuing IMS reports to clients.
Managing and processing client documentation.
Updating client details in the IMS database.
Providing administrative support to our investment team.
Collaborating with advisors and driving improvements to our servicesSounds good?? What are we looking for??

Skills/ Experience:

Proficiency in Microsoft Office (Word, Excel, Outlook, Teams)
Strong with numbers and detail-oriented.
A team player with excellent communication skills.
Organised with the ability to prioritise tasks.
Knowledge of IFA office procedures and compliance (desirable) If this sounds of interest and you think you would be suitable then please get in touch