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Professional Support administrator

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Professional Support administrator

  • Location:


  • Job type:


  • Salary:

    Salary up to £22K

  • Contact:

    St David Recruitment Services

  • Contact email:

  • Contact phone:


  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


Professional Support administrator



Salary up to £22K




We currently have a great opportunity to join our client based on the outskirts of Cardiff as a full time Administrator.


Main duties to include


·         Processing of New Business applications

·         Professional Support to the Financial Planners, Paraplanners and the business in general via the processing of administrative tasks.

·         Chase’s providers for policy information

·         Checking policy information once received, uploading to back-office system & and pass to relevant Planner New Business processing

·         Checking all applications are fully completed, dated and signed.

·         Adding information to database along with fees and commissions.

·         Processing applications to Providers/Lenders and Solicitors.

·         Dealing with any queries from clients and /or Providers and Financial Planners

·         The successful candidate will ideally have administration experience, GCSE Grades A-C in Mathematics and English, and have excellent IT and Keyboard skills, be accurate, a good communicator and possess an excellent telephone manner.