My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.About the role
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients. You will work alongside my clients close knit team in respect of the preparation of review meetings, the processing of new business, as well as the preparation of documentation and paperwork for clients and product providers.
The ideal candidate
The ideal candidate will really enjoy having a busy day, you will need to be efficient and have excellent organisational and multi-tasking skills, you will be a clear communicator, capable of speaking to different people and keeping clients updated. You will need to understand the importance of working as part of a close knit team to deliver the best outcomes for clients.
Responsibilities
Business Processing
1. Check the accuracy and completeness of new business documentation.
2. You will ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards.
3. You will ensure all supporting documentation is ...