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Trainee Financial Services Administrator

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2021-10-21 10:31:281970-01-01 Cavendish Maine
Job Type Temporary / Contract
Location Bristol
Area South West, UK South West UK Bristol
Sector Financial Services
Salary £20,000 - £26,000
Currency GBP
Start Date
Advertiser Karen Cummins
Telephone 01275 813023
Job Ref LK/23581
Job Views 103
Job Description:
My client is a well-established financial services firm in central Bristol that are in a position to recruit 2 Trainee Administrators on a 12 month Fixed Term Contract.
The Role Will Involve:
  • Logging and scanning documentation
  • Meeting and greeting clients
  • Processing letters of authority and obtaining full information on clients’ plans and ensuring workflow is kept up to date
  • Submit and process new business ensuring clients are kept up to date on a regular basis.
  • Process client requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches
  • Maintain accurate back-office records
  • Liaising with providers
  • This is an office-based role in Central Bristol on a 12-month Fixed Term Contract.
  • Full training will be provided, so this role would suit someone who is highly organised with a keen eye for detail, and who is looking to develop a career in Financial Services.
Salary/Benefits Information:
  • Up to £26,000
Karen Cummins
Reference: LK/23581
Candidate care:
By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies.  If you do not want us to do this, please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
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