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Financial Administrator

Job LocationLickey
EducationNot Mentioned
Salary19,000 - 230,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Financial Administrator - Permanentcontract to start ASAP.Location: Rednal,Birmingham (B45)Salary: £19,000 - £23,000 (DOE)Hours of Work: Monday - Friday 9:00am - 5:00pm

  • Experience in a similar role is essential
  • Dealing with day-to-day client and provider enquiries
  • Arranging client meetings for the adviser
  • Obtaining relevant information from providers
  • Making outbound telephone calls and receiving inbound telephone calls
  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
  • Preparing and submitting applications and supporting documents to product providers
  • Inputting new business proposals to the back-office system in line with Company procedures
  • Undertaking fund switches upon the instruction of the client
  • Report writing
  • Microsoft Office, Word, Excel and Outlook
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