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

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

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Meridian Business Support


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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