Nicholls Stevens Financial Services |
Telephone: 0117 9290456 Fax: 0117 9225919 E-mail us Mailing address: Nicholls Stevens Financial Services 9 St Augustines Parade Bristol BS1 4UT |
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| JOB DESCRIPTION |
JOB
DESCRIPTION Part
time – office administrator 5 days
a week (Mon – Fri) Hours
- 6 hours a day
- 30 hours pw Location
– 9, St Augustine’s Parade, Bristol BS1 4UT £7-£8
per hour dependant on relevant experience and training needed Supervisor:
Hannah Nicholls Job
Description Full
Time Valuations Administrator The
applicant will be responsible for the production of Reports and Valuations of
client Investments. The applicant will need to have good computing skills in
word outlook and excel. Experience in producing charts and Reports in excel
and Word would be beneficial as this will form a large part of the job.
Knowledge of any back office software systems such as First, Fairs or similar
would be an advantage but not essential as training will be given. The
candidate should have experience at data entry into back office systems/
databases and producing reports from this information. A
basic knowledge of Assurance, investments and pensions is essential. A pass
grade in any of the certificate of financial planning modules would be an
advantage. The job requires an
understanding of the different financial products on the market including
legacy products. The
ideal applicant would be able to organise and prioritise their workload
effectively. They should have the
ability to work without supervision once trained. They should be proactive in
identifying and solving day to day problems which may arise and be able to
work in a pressurised environment from time to time. Nicholls
Stevens Financial Services is a small business and all members of staff are
expected to be willing to help out other members of staff with their
responsibilities. All members of
staff are expected to deal with incoming telephone calls from clients when
necessary.
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| RESPONSIBILITIES |
The
job will involve Telephoning
insurance companies for up to date valuations Telephoning
insurance companies for up to date policy details. Inputting
large amounts of client data to keep the database up to date. Maintaining
the valuation diary system Ensuring
the clients are being invoiced for their valuations/reports Registering
with Insurance companies and keeping registrations and certificates up to date Using
automatic downloads to update client valuations Producing
reports for clients using Excel and Word – data will be merged in from the
database Ensuring
the valuation notes are kept up to date Ensuring
the database is kept up to date with current information sent in by clients Checking
all reports and valuations before they leave the office Writing
covering letters to go out with the valuations. Weekly
Price feed downloads. Updating online valuations |
| Authorised and Regulated by the Financial Services Authority |