Administrator

Administrator
£20k-£22k per annum
Chelmsford
Monday - Friday, 9am-5pm / 10am-6pm


*Must be a car driver due to location


Benefits: Excellent benefits including on-site parking, monthly and quarterly discretionary bonus, annual performance related bonus, paid overtime, social events such as summer BBQ's and Christmas parties.


My client, a successful financial consultancy company based in Chelmsford, is seeking an experienced Administrator to join their growing team.


Duties:



  • Supporting the Wealth Planners by providing them with up-to-date client information for annual reviews

  • Updating changes to client circumstances on CRM system

  • Providing Client Valuations

  • Supporting the Operations Team by requesting reports, answering client queries and sending letters out to clients

  • Other general ad hoc duties


Working towards a Diploma in Regulated Financial Planning is encouraged. Exams paid for by the business with £500 per year pay rise awarded for each exam passed (6 exams in total).

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


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To speak to a recruitment expert please contact Charlotte Sayer