Job Overview

Apply now Square One Wealth Management is a long established firm of independent financial advisers based in Hove and Polegate. We have a friendly team of 14 staff and an excellent working atmosphere. Due to recent expansion, we have vacancy for an experienced administrator to work within our administration team on new business processing. The key duties are: Processing new business applications, starting with receipt of application through to confirmation to the client once set upLiaising with the adviser and client regularly when requiredSubmitting new business via online systems or postChasing new businessUpdating our back office system "Intelligent Office"Using own initiative to query issues and dealing with day to day workProven competency of handling sensitive and confidential informationGood knowledge of Word and Excel The ideal candidate will be: A fast learner with IT systemsHave a good eye for detail is crucialBe confident with speaking with clients and providers on the telephone about technical isssues Hours are 9 to 5 Monday to Friday Please do not apply if you do not have experience working in financial services

Key Requirements

High Pressure Environment Accur