Excellent Benefits
16 Apr 2021
14 May 2021
Contract Type
Full Time
Full Time, Permanent
GBP23,000 P.A

This is a fantastic opportunity for a Administrator to join an established financial advice company who are specialists in their field and hugely successful. You will work as part of the business support team providing support to the whole of the company.

This position would suit someone who already has experience working within financial services, either an IFA practice, pensions, mortgages, medical or health insurance. Applications from candidates with strong academic qualifications looking to forge a career within financial services will also be considered.

General Responsibilities

Analysing provider and product information and updating database
Preparing suitability letters for a full range of products
Chase providers for information requested via an authority letter
Input policy details
Process New Business applications
Process pension payroll uploads for clients
Uploading of confidential personal data
Checking/amending data spreadsheets to ensure accuracy
Checking/amending individual files to reflect change in circumstances
Process group scheme renewals including private medical, life insurance and dental cover
Action queries from Para-Planners
Greet visitors in a professional and friendly manner
Create new client packsSkills and Experience Required:

Attention to detail
Strong ability to communicate both verbally and via email to wide range of third parties
Able to produce accurate, high quality work in a timely manner
MUST be a strong Administrator
MUST have a competent level of Microsoft skills, especially Word and Excel
Strong numeracy and IT skills, particularly spreadsheets and databases This is a Full time, permanent position offering a salary of GBP23,000. Working Monday - Friday 9am - 5:30pm plus excellent company benefits

To apply for the position of Administrator then please forward your CV to Adam at Coulter Elite Resourcing.

Between our team we have a wealth of experience and we operate in both the Permanent, Temporary and contract marketplace, covering the following areas: Accounts, Administration, Bi-lingual, Call Centre, Customer Service, Design Engineers, Directors, Warehousing, Distribution, Engineering, Finance, Graduates, Human Resource, Insurance, IT, Legal, Logistics, PR, Media, Purchasing, Reception, Sales, Secretarial, PA, Telesales, Web Design

Coulter Elite Resourcing is an independent recruitment agency based in Peterborough supplying permanent and contract personnel, from office junior through to the highest levels of management both locally and nationally