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Financial Services Administrator

Salisbury, Wiltshire

£18000 - £20000 per annum + holiday, pension, health care etc


A Fantastic opportunity to join a well established and growing company. Our client is a Financial Services provider, and they are looking for an Financial Administrator to join the team in Salisbury.

Key Skills

  • Previous Financial Services experience is essential
  • Strong organisational skills
  • Ability to effectively prioritise workload
  • A fine eye for detail
  • Strong communication skills, written and oral

Key Duties

  • Ensuring client reviews are completed in a timely manner on a quarterly, half yearly or annual basis depending on the requirements of the adviser and client categorisation,
  • Carrying out adhoc valuation requests, either for client meetings or for the advisers own review purposes. Able to respond and adapt to changes in work priorities.
  • Handling telephone calls from colleagues and clients in respect of any queries they may have.
  • Confident in calling providers and liaising with 3rd parties. Liaising with advisers across the business and building good relationships.
  • Maintain work management reports, and oversee all works have been checked by the adviser before being subsequently sent out to the client.
  • Answering the telephone in a professional and timely manner, dealing with incoming enquiries and taking the appropriate action.
  • Maintaining the comprehensive document management system.

This is a full time 12 month contract role offering a salary circa £18,000 £20,000 (dependant on skills and experience) based in Salisbury.

Please contact Gemma Lawrence at Meridian on######### to apply and find out more or email #########

  • Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

Posted 27 days ago

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