Financial Business Administrator

Job Title: Financial Business Administrator
Contract Type: Permanent
Location: Northampton, Northamptonshire
Salary: £17000 - £24000 per annum + Flexible working times, 33 days holiday
Start Date: ASAP
Reference: IFA1_1501148674
Contact Name: Harriet Maiden
Contact Email:
Job Published: July 27, 2017 10:44

Job Description

Financial Business Administrator

An independent IFA practice based in Northampton is seeking a Financial Business Administrator to join their small and friendly team.

The successful candidate will assist in the day to day operation of a busy office, undertaking general administration duties including but not limited to:

  • Basic modification and updates to Excel spreadsheets.
  • Writing pension review letters
  • Checking details on pension and investment documentation, ensuring accuracy at all times.
  • Answering the telephone to prospective and current customers, ensuring an excellent level of customer service and prompt response
  • Manage and maintain in-house CRM database
  • Circulating marketing communication
  • Speaking with customers to confirm account details and ensure administration is in order
  • Checking commission calculations ensuring accurate amounts

The successful candidate will possess the following attributes:

  • Previous experience working in a Financial Advisory company
  • Good working knowledge of MS Word, Excel and Outlook
  • Good communication skills, both verbal and written
  • Professional and pleasant manner with excellent telephone skills
  • Ability to work independently as well as part of a team
  • Strong attention to detail
  • Reliable and willing to learn

My client is able to offer a fantastic starting salary up to £24,000 with 33 days holiday, flexible start and finish times, a company contributory pension, yearly bonus rewards, and a fantastic working environment!

Key Words:

Financial, ISA, Pension, Investment, Administrator, Customer Service, Immediate Requirement, Data Entry, Office Coordinator, Data Processing, Customer Focused, Sales Administration.

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