Review Team Administrator

Job Location	Hessle
Education	Not Mentioned
Salary	£23,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

An exciting opportunity has become available at a forward thinking and ever-growing wealth management company with 15 years of experience in the industry. They are looking for a review team administrator to join their dynamic team. This role would be perfectfor someone who has a little bit of experience in the financial sector and is looking to get into a career in wealth management.Benefits include:

£23K salary
26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Your key responsibilities will include:

Assist advisers in the creation of client financial reports, letters, and annual review packs.
Communicate effectively with colleagues, clients and product providers and attend regular operational meetings, all with a high degree of professionalism.
Handle telephone and email enquiries efficiently and effectively.
Work with colleagues to ensure adherence to company procedures and standards.
Additional administrative duties may be asked of you should it be necessary.

The ideal candidate:

A basic understanding of the financial services sector would be beneficial
Able to accurately record and maintain vital information with good attention to detail
Strong client service skills
Excellent communication skills
Proficient in Microsoft Office
Strong methodical and organisational skills
Knowledge of XPLAN and Dynamic Planner is desirable but not essential

At A for Appointments, we are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidatesor employees. We are proud to be an equal opportunities employer.Due to the high volume of applications, we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not beensuccessful.

APPLY NOW