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Senior Business Support Administrator – Poole – up to £30K DOE

Senior Business Support Administrator – Poole – up to £30K DOE

Bond Williams
Professional Recruitment

Senior Business Support Administrator – up to £30k DOE – Poole

Senior Business Support Administrator is required to join a well-established Financial Services company in Poole.
The Senior Business Support Administrator will work alongside a small team of experienced Financial Planners, to provide high quality administrative and client support.

Duties:

  • Processing new business applications, checking all compliance aspects and chasing them through to completion
  • Client meeting preparation including issuing letters of authority and information for Financial Planners / Paraplanners
  • Preparing valuations and mailings
  • Obtaining illustrations from Assureweb and product providers
  • Preparing and maintaining client files on to the database: –
    • Collate all the quantitative detailed information required to support any recommendations to be made
    • Ensure all relevant paperwork held within a client file for the report is present, relevant, and compliant
    • Ensure all appropriate ‘know your client’ information has been obtained and can be demonstrated within the relevant client file
  • Processing new business applications, checking all compliance aspects and chasing them through to completion
  • Producing client review packs for Financial Planners
  • Organising and maintaining effective filing and communication systems in the office including client database management.
  • General office administration

Key skills:

  • Experience of working within Financial Services would be beneficial.
  • Experience of general administration and client interfacing is essential
  • Good IT skills including the use of Microsoft Office
  • Knowledge of Intelliflo (IO) or similar client database system would be an advantage

This in an office-based role.

For more information, please send your CV to [email protected] or alternatively you can apply online.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Maximum file size: 78 MB.

Job Overview
Category
Office & Commercial
Offered Salary
Up to £30000.00 per annum
Consultant
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