Meeting Review Administrator

Job Reference No. 6972
Permanent / Temporary Permanent
Salary / Rate of Pay £23k to £25k per annum
Location Dorking
Sector Commercial
Days / Hours Full-time / Monday to Friday 

Job Description

Client Review Meeting Prep Administrator

Our well-established client in the financial services sector following a restructure, are now looking to grow their team. They are looking for an experienced Client Review Meeting Preps Administrator to support the Client Portfolio in the smooth running of their Financial Information.


The Role

·         Contributing to the smooth running of review operations team e.g. data entry for clients and their policies

·         Contributing to the sound maintenance of client review financial information for 170 plus clients.

·        Preparing client files for their review meetings

·        Ensuring the client fact find data is accurate and correct at reviews and afterwards

·        Ensuring the client records are compliant with the regulator’s requirements


The Key Qualities

·         Very methodical

·         System and process orientated

·         Accurate and thorough

·         Tenacity to finish all jobs that have been started

·         Client friendly with excellent telephone manner

·         Good communicator, written and verbal.

·         Very good computer and IT literacy – knowledge of Avelo, Watermark, Microsoft Windows and Office, Old Mutual Wealth Website.


The successful candidate will be working Monday to Friday and you will receive a salary of up to £26,000

If you have experience and are interested, please apply today!

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