Our client, a financial services organisation, currently requires an experienced administrator to join them on a permanent basis at their site based in Dundonald.
Main duties will include:
- New Business Submissions and tracking to completion using online portals.
- Assist with the completion of illustrations.
- Compiling up to date valuations of existing products.
- Assisting with compiling client files for reviews.
- Acting as a point of contact and fielding calls that come into the office from new/existing clients.
- Meeting and greeting clients as they arrives at the office.
- Ideally, someone with some experience operating in a similar role in a financial planning office environment (other financial service backgrounds will also be considered).
- Able to commit to 16-20 working hours per week.
- 5 GCSEs including Maths & English.
- Attractive salary of up to £18,000 per annum depending on experience.
- Flexible working hours.
For further information please submit your CV via the link. Please note we will only be considering applications from candidates who meet the requirements.