Report Writer / Administrator Job in PO16, Fareham, Hampshire

Report Writer / Administrator Job in PO16, Fareham, Hampshire. Apply for the latest PO16, Fareham, Hampshire jobs in Accounting/Financial/Insurance.

Report Writer / Administrator Job in PO16, Fareham, Hampshire

Job Description
Job Title : Report Writer / Administrator
Role : Full time
Location : Fareham
Salary : Circa £25k d.o.e.
This role represents an excellent opportunity for an individual with strong administration skills, excellent attention to detail a professional attitude and great people skills. Our client is a highly successful wealth management practise based in Fareham.
Through continued expansion a new opportunity has arisen for a ‘Report Writer / Administrator’ to further support the growth of the business, this represents an excellent opportunity with potential to grow and progress within the business.
Main responsibilities:
* Provide high level technical and administrative support to the Partner/Practice Manager.
* Deal effectively with queries from clients and other parties through effective communication.
* Prepare files including compliance required documentation; research; illustrations and supporting documentation.
* Ensure that files are complete with all required client identification documentation and necessary application forms.
* Process applications accurately and record the required management information.
* Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
* assisting MD and other team members with reporting and managing data, report writing and learn and building knowledge towards other roles within the business.
Person specification:
* Previous experience in an office support role, (ideally in financial services or related sector).
* Knowledge of relevant regulation and legislation (desirable).
* Experience of client management systems such as Salesforce.
Skills and behaviours:
* Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
* Excellent written communication skills.
* Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
* Good organisation skills.
* Strong attention to detail.
* Manages time effectively with the ability to multi-task.
* Keeps calm when faced with conflicting demands and handles these effectively.
* Always demonstrates a positive attitude.
* Works well on own tasks as well as on shared goals as part of a team.
For further information on this exciting opportunity please forward a copy of your CV in the first instance

Job Type: Permanent, Full Time
Location: PO16, Fareham, Hampshire
Category: Accounting/Financial/Insurance
City: Fareham
County: Hampshire
Country: United Kingdom
Salary: £20000 – £25000/annum Plus benefits
Benefits: Plus benefits