Part Time Client Administrator

JOB TITLE: Part Time Client Administrator


LOCATION: Wellington, Somerset


SALARY: £20,000 - £23,000 PA DOE (pro-rata)


HOURS: 15 - 22.5 hours per week


BENEFITS: Friendly and highly welcoming team, impressive local reputation - this really is a company you would be proud to work for, luxurious office with convenient location, attractive starting salary and pension scheme, generous annual holiday allowance of 25 days + Bank Holidays (pro - rata), fully expensed Summer and Christmas employee parties.


THE ROLE: Office Angels Taunton are currently recruiting for a Part Time Client Administrator for a highly established, successful and renowned corporate company based in Wellington, Somerset.


MAIN DUTIES WILL INCLUDE:



  • Maintaining client records

  • Preparing client valuation reports, client review reports and maintaining client files

  • Uploading file notes to the back office system

  • Completing, submitting and following up applications, ensuring new business cases are processed in a compliant manner

  • Requesting required documentation from clients and sending policy documents to clients

  • Ordering quotes and requesting policy details for consultants

  • Providing general administrative support of the team including correspondence, email monitoring, filing etc

  • Submitting and processing surrender requests, death claims etc

  • Provide holiday cover for other administrators, as required

  • Provide training for new and existing administrators, as required

  • Ensure that significant risk issues are referred to the firm's Management Team


We would love to hear from candidates who have:



  • Exceptional administrative experience in a regulated, corporate environment

  • Excellent organisational and time management skills

  • Effective and positive communicator


Attitude really is key for this role, you will need to have the desire to complete tasks to the highest standards and in a timely fashion, a positive and proactive approach to work and a calm and considered outlook in approaching problem solving.


HOW TO APPLY: If this position has caught your attention and you would like to apply then please do so online or email your CV to georgina.caddick@office-angels.com. If you'd prefer to speak on the phone before applying, then we really do welcome you to call for a chat on 01823 285 440.


We look forward to hearing from you.

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.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://www.office-angels.com/candidate-privacy

To speak to a recruitment expert please contact Catherine Knight