Existing Business Administrator

• Location: Bristol city centre
• Job Type: Full-time

We are seeking a dedicated Existing Business Administrator to join our team. In this role, you will be responsible for managing financial data related to client accounts, ensuring accurate record-keeping, and generating reports to summarize clients' financial positions. This position requires a keen eye for detail and a proactive approach to problem-solving.

• Obtain financial data from investment companies, focusing on details of clients' existing accounts, using online systems and telephone communications.
• Accurately record client data on our database software.
• Generate reports that summarize the client’s financial position and any recommended investment changes.
• Research and compile investment data, such as costs and risk ratings.
• Maintain the valuation diary system and ensure all registrations and certifications with insurance companies are up-to-date.
• Handle general correspondence with clients and insurance companies via telephone, email, or letter.
• Perform general office duties, including filing, organizing files, archiving, and supporting large mailouts to clients.
• Assist in various administrative tasks across the business as needed, ensuring all team emails are managed and transactional work is processed efficiently.

• Demonstrated ability to follow instructions and make decisions in the best interest of the client.
• Strong organizational skills and the ability to manage multiple tasks simultaneously.
• Excellent communication skills, both written and verbal.
• Proficiency in using database software and online systems for data management.
• Experience in financial services or a related field is preferred.

• Comprehensive training and support for professional development.
• Flexibility around obtaining further qualifications.
• 25 days holiday plus bank holidays.
• Company pension scheme.
• Group life insurance.
• Access to an emergency fund.

To apply for the Existing Business Administrator position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.