|
|
|
Jobs › Finance › New Business Administrator
|
| New Business Administrator |
Job Details:
***An established Financial Services Institution are seeking a New Business Administrator for their central Bath offices.
Main responsibilities include:-
* Inputting new business to 1st adviser.
* Following new business through to completion, including diary management, corresponding/conversing with product providers and clients.
* Preparing valuations for clients.
* Audio typing as required
Key competencies:-
* Computer literate.
* Good oral and written communication skills.
* Good standard of numeracy
* Ability to prioritise workload and work to tight deadlines.
* Basic knowledge of life assurance, pensions and investment products
Qualifications:-
* Good standard of general education.
* Certificate in Financial Planning/Financial Administration Certificate or equivalent (or at least some progress towards a relevant qualification) an advantage.
Excellent career progression for the right candidate***
Location: Bath
Salary: £13,000 - £16,000 dependant on experience
To Apply for this job please click here |
|
Back to Finance page
|
|
|
|
| What we do |
 |
Pinstripe Personnel - a tailored approach to recruitment. |
 |
The Long Barn, South Stoke Lane
Southstoke, Bath, BA2 7DW |
|