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CMD

Administrator – Financial Services Industry

£20,000 – £23,000

Swindon

Full time Permanent

Are you an enthusiastic Administrator? Are you looking for a new role within a growing organisation? If YES we want to hear from you!

My client, who offer Financial Planning Services, are looking for an experienced Administrator to join their small, friendly team in Swindon. Working in collaboration with the team, you will provide administration support to the financial advisors as well as being a point of contact for clients, answering their queries in a timely manner.

Responsibilities

  • Prepare paperwork for client meetings
  • Submit online applications
  • Update the inhouse CRM system
  • Liaise with providers by phone and email
  • Liaise with clients by phone and email
  • Using the quotation system for in-house services
  • Provide Advisors with template letters for completion

 

Person Specification

  • Previous experience within a varied Administration role
  • Ability to manage own time and take initiative to search out solutions
  • Excellent communication skills
  • Good computer knowledge and ability to work with Microsoft Word and Excel
  • Ability to build rapport with clients

 

Working hours for this role are Monday – Friday 9.00am – 5.00pm

 

CMD Recruitment endeavour to respond to all applicants via email or phone to inform you of the outcome of your application. Rest assured you will be fully supported throughout the process.

 

CMD Recruitment would like to thank you for applying for the above role. We do try to come back to all applications however if you haven’t heard from a consultant within 5 working days, this unfortunately means that you have been unsuccessful. Please apply for future roles that we advertise.

 

 


    • Job type: Permanent
    • Location: Swindon
    • Date posted:
    • Salary: £20000 - £23000