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St Ives Branch
1a Station Road
St Ives
PE27 5BH
Telephone: 01480 398080

Peterborough Branch
11 Wentworth Street
Telephone: 01733 892587

Title:Administrator (VR/05457)

Date Posted:31st July 2017
Salary/Rate:£18,000 - £20,000 pa
Location:ST Ives
Description:For: Administrator - £18,000 - £20,000 – St Ives

Meyer Scott Ref: VR/05457

Our client are a long established finance services business based in the Town Centre of St Ives who are looking for some assistance.

To provide administrative support to the business so staff are organised, informed, prepared & free to perform their duties effectively & efficiently.

They are essentially seeking an administrator who prides themselves on dotting the ‘I’s and crossing the ‘T’s.

They will provide total training in terms of their procedures and systems.

Ensure client business is processed efficiently and successfully. Maintain client database so that information is constantly up to date and easy to find.

Duties & Responsibilities:

• Make appointments for Financial Planners with new / existing clients if required & send required confirmation documents & communications to all parties.
• Monitor Financial Planner diaries & movements to ensure no overlap of appointments or other commitments.
• Photocopying & scanning documents into the Office Database.
• Make up new client files & enter data on Work In Progress

• Make up Client Packs for Reviews.
• Produce Annual Review Documents and Platform Reports.
• Type, edit & format letters, reports, presentations etc.
• Bulk Mail Outs to clients for particular Providers.
• Sending LOA’s and chase up Providers.
• Cover Reception duties including meeting and greeting guests and taking phone calls in a polite and friendly manner, and dealing with post when Receptionist is on leave or it is a particularly busy day
• Address / re-direct enquiries from clients, & take phone messages.
• Complete all office / client filing.
• Develop appropriate systems, procedures & controls to enhance the accuracy, timeliness & presentation of all employees’ work.
• Maintain database system and ensure are all up to date.



Excellent analytical, organisation, time management & prioritisation skills.

You will be comfortable with CRM systems, our client uses ACT linked to Sage.

Well developed skills in computer software: MS Office Excel and of course Word.

Excellent inter-personal skills for dealing with enquiries regarding sensitive & confidential issues.

Proven ability to develop & manage relationships with a diverse range of


Ability to achieve agreed outcomes without supervision & work to demanding deadlines.

Preferred but not essential – knowledge of Provider Platforms (mainly Zurich).

Willing to support and adapt to change in the practice.


• Experience in an administrative clerical position in financial services.


9am – 5pm Monday to Friday finishing 4pm on a Friday.

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Meyer-Scott Recruitment - with branches in St Ives and Peterborough, Cambridgeshire
Call us today: 01480 398080 (St Ives) - 01733 892587 (Peterborough)

Registered office: 1a Station Road, St Ives, Cambridgeshire PE27 5BH
Registered in England and Wales 8376369