financial administrator in cheltenham

06 November 2018
julia whittle, randstad business support
job type
£ 22,000 per year, Benefits
apply now

cheltenham, south west
secretarial & admin
job type
working hours
£ 22,000 per year, Benefits
reference number
julia whittle, randstad business support
01905 745533
apply now

job description

My client, a finance and professional services client are now looking to appoint an Administrator in our Cheltenham office. This role is to take responsibility for some of the day to day administration and general support for the office, provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team and office.

Principal Activities

* Communicating with Financial Advisers and clients over the phone and face-to-face
* Processing incoming and outgoing post
* Stationery orders / grocery orders
* Preparing and processing all new client documentation and amendments
* Monitoring transfers of assets/cash from other institutions
* ISA subscriptions and transfers
* Processing of payments clients
* Liaising with colleagues within Business Support regarding administration of client accounts.
* Writing short client reviews
* Ensuring client details and reviews are recorded correctly on systems
* Preparing Meeting Packs
* General record keeping and electronic filing
* Adhering to Conduct Risk standards
* This list is not exclusive and there may be additional duties to perform.


* Previous administration experience preferred but not essential - additional training will be provided.
* Intermediate knowledge of MS Word/Excel/Outlook preferred.
* Ability to type preferred but not essential.
* Comfortable learning to work with new online systems.


Willing to work to obtain qualifications relevant to the role.

Attributes / Skills

* Accuracy, numeracy, attention to detail
* Clear and concise communication skills - oral and written
* Ability to meet deadlines/work within restricted timescales
* Flexible and reliable team member
* Ability to work on own initiative to achieve required results
* Collaborative and inclusive approach to work
* Demonstrates the company values

Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.