Administrator - Chelmsford

  • Location:

    Essex, Chelmsford

  • Discipline:

    Financial Services

  • Job type:

    Permanent

  • Benefits:

    £24,000 - £29,000 Basic inc. Parking + Healthcare

  • Published:

    30-09-2024

  • Expiry date:

    23-10-2024

  • Reference:

    4941

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Are you an experienced Administrator with knowledge of the finance industry? We have a new and exciting opportunity for you to join our client who is offering a great position with career progression, a strong salary and benefits! 

Our clients, leading Financial Planners based in the Chelmsford area, are currently looking to recruit an Administrator to join their team due to business growth.

Working Hours:

  • As a Financial Administrator, you'll be required to work Monday to Friday

The successful Financial Administrator will be offered: 

  • £24,000 - £29,000 Basic Salary
  • Career Progression
  • Training 
  • Qualifications funded and supported
  • Competitive holiday allowance
  • Parking
  • Healthcare (after the qualifying period)

Requirements for the role of Financial Administrator:

  • Experience or understanding of financial process.
  • Excellent customer service and interpersonal skills
  • Ability to work on own initiative and as part of a wider team
  • Strong communication skills; both written and verbal 
  • Attention to detail
  • Organised
  • Strong IT skills

Key duties for the role of Financial Administrator will include but will not be limited to:

  • Processing new business applications
  • Assisting with suitability reports
  • Booking client reviews
  • Supporting the Advisors
  • Dealing with incoming calls and e-mails
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