Business Administrator

Job Type:
Job Sector:
Admin, Secretarial
South West
Salary Description:
�16,000 - �18,000 per annum D.O.E. (pro rata)
TalentSpa Recuitment
Job Ref:

Business Administrator

Location: Bristol BS1 4UT

Salary: �16,000 - �18,000 per annum D.O.E. (pro rata)

Job Type: Part Time (20-24 hours but we can be flexible)

Office hours: (Mon - Fri, 9.30 - 5.30)

About our client:

Our client is a small financial advice business and all members of staff are expected to be willing to help out other members of staff with their responsibilities. All members of staff are expected to deal with incoming telephone calls from clients when necessary.

The Business Administrator role:

You will be part of the team responsible for the processing of new and existing business for a busy Bristol IFA. The applicant will need to have basic computing skills in Word, Outlook and Excel. Full training on our procedures will be given but you must be able to demonstrate the ability to follow varied instructions.

You will need to have a keen eye for detail and accuracy when dealing with client information. You will need to be an advocate for our clients' best interests making sure that they receive the high level of service which they have come to expect from us. This may mean going above and beyond normal procedures where applicable to anticipate problems.

The Business Administrator duties:

* Tracking the process of all new business, following up queries with the Insurance Companies, and updating clients.
* Dealing with routine enquiries from clients by phone, letter or email.
* Dealing with routine enquires from Insurance Companies.
* Recording all transactions on our back office system
* Checking application forms
* Submitting proposal forms to Insurance Companies online or via the post.
* Purchasing units of collective investments and shares either via online systems or over the telephone.
* Arranging switches of funds via online system or on paper. Tracking the progress of such switches.
* Checking policy documents.
* Sending out documentation.
* Finalising all data on client data file.
* Checking Money Laundering.
* Checking file is compliant.
* Maintaining new business book.

Who we are looking for:

Previous administration experience would be advantageous.

The ideal Business Administrator would be able to organise and prioritise their workload effectively. They should have the ability to work without supervision once trained. They should be proactive in identifying and solving day to day problems which may arise and be able to work in a pressurised environment from time to time.

The Business Administrator Benefits:

* Training provided
* 20 days holiday plus bank holidays
* Company Pension scheme (Upon successful competition of probationary period)

If you meet the requirements and feel that this Business Administrator role is right for you then please apply today!

Contact Details:
TalentSpa Recuitment
Tel: 0844 8700 926
Contact: .

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