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Portfolio Administrator

Posted 5 days ago by Meridian Business Support
Location Salisbury, Wiltshire Job Type
Salary £20000 - £22000 per annum + holiday, pension, health care etc Sector Admin/Secretarial
Reference 4257541_1589889330

A fantastic opportunity to join a well established and growing company. Our client is a Financial Services provider, and they are looking for an Financial Services Administrator to join the team in Salisbury.

Key Skills

  • Previous Financial Services experience is essential
  • Strong organisational skills
  • Ability to effectively prioritise workload
  • A fine eye for detail
  • Strong communication skills, written and oral

Key Duties

  • Ensuring client reviews are completed in a timely manner on a quarterly, half yearly or annual basis depending on the requirements of the adviser and client categorisation,
  • Carrying out ad-hoc valuation requests, either for client meetings or for the adviser's own review purposes. Able to respond and adapt to changes in work priorities.
  • Handling telephone calls from colleagues and clients in respect of any queries they may have.
  • Confident in calling providers and liaising with 3rd parties. Liaising with advisers across the business and building good relationships.
  • Maintain work management reports, and oversee all works have been checked by the adviser before being subsequently sent out to the client.
  • Answering the telephone in a professional and timely manner, dealing with incoming enquiries and taking the appropriate action.
  • Maintaining the comprehensive document management system.

This is a full time role offering a salary circa £20,000 - £22,000 (dependant on skills and experience) based in Salisbury.

Please contact Danny at Meridian on 01722 328038 to apply and find out more or email salisbury@meridianbs.co.uk

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

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Meridian Business Support

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http://www.meridianbs.co.uk

Meridian Business Support was established in 1989 and is one of the largest multi-award winning, independently owned recruitment companies in the UK specialising in permanent positions, temporary a...

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