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Finance Assisant

Pertemps Bristol Commercial
Job LocationBristol
EducationNot Mentioned
Salary£23,000 - £26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A well established Financial Services Consultancy businessbased in Pill are recruiting for a FinanceAdministrator to join their team on a permanent, full-time basis.

  • Starting salary up to £26,000 per annum depending on experience
  • Office-based role with parking on site
  • Hours: 37.5 hours per week Monday to Friday, 8.30am - 4.30pm
  • A friendly, open plan office with training and progression opportunities
This is a great opportunity if you have an interest in a career in Financial Services, specifically within a Paraplanner or Advisory environment. This role would suit someone who is either a graduate with reletive qualifications or an establlished Finance Administrator.Key Duties for the Finance Assistant:
  • Preparing relevant paperwork for client meetings
  • Submitting online applications
  • Answering the phone and be able to deal with client questions in a timely manner.
  • Collating research for recommendation.
  • Using quotation systems for Mortgage, Protection, Investment products.
  • Provide template suitability letters for the adviser to complete.
  • Maintain and update information held on the companys system.
  • Sending client authorities to providers and chasing the required information
  • Liaise with clients and providers
  • O&M Research
  • Buy / Sell upon client / adviser instruction
  • Checking cash balance reports
  • Handling of Deaths - Wills/Executors etc
  • Producing MI reports as requested by the adviser
Skills and Attributes Required for the Finance Assistant:
  • Experience in Administration
  • Experience in a Financial Services role, ideally with a relevant qualification
  • Excellent standard of written & verbal communication.
  • Highly organised with good attention to detail
  • Ability to empathise and build strong business relationships
  • Possess the ability to work using your own initiative, must have a can-do attitude and be solution focused.
  • Ability to manage own time and workload
  • Good computer knowledge and skills, must be comfortable with Microsoft word, Excel and Intelligent Office
To Apply:Please click apply now and submit your CV straight away to be considered.If you would like to discuss the role prior to applying, please call Sophie at the Pertemps Bristol Commercial Branch

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