Up to £30,000 Bristol Responsibilities Correspond with policy providers on behalf of the client Correspond and be a general liaison with the client Submit any new business on behalf of the client Facilitate the annual review process of our clients Process new client information in preparation for their first report meeting Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided). Basic admin duties Requirements High level of experience in administration within a financial sector is required. Punctual, reliable and dependable. Ability to work in a team environment Attention to Detail and Accuracy is paramount Excellent IT skills in MS Word & Excel Benefits Company Pension 5% enrolment Holiday Entitlement 23 days basic plus 8 bank holidays. Flexible sell and buy back up to 3 days. Group income protection Group life cover Ongoing training and development