Administrator - Financial Services

Posted 14 January by NJR Recruitment
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Administrator - Financial Services

Location: Manchester City Centre

Salary: £18000 - 21500

Our client, a Financial Planning Practice is currently looking to recruit an Administrator to join their busy team in the city centre. Working directly for one of the Directors who is also a Financial Planner, and supporting another Adviser, the successful candidate will form part of a friendly and very professional team.

The successful Candidate you will be a key member of the team in which you will be dealing with a wide range of tasks; supporting your colleagues and clients and offering a high level service. Our client is looking for an ambitious candidate to carry out a full administrative support function and daily duties will consist of;

  • Providing support for our Advisers
  • Handling and distributing post
  • Collating client portfolio information
  • Meeting and greeting clients
  • Answering and directing phone calls
  • Dealing with client queries
  • Diary management for Advisers and Directors
  • Contacting third parties
  • Typing letters
  • General admin duties such as emails, photocopying & filing

The ideal candidate will have previous experience working as an Administrator preferably within a Financial Services environment, either an IFA Practice or a Product Provider. You will have strong working knowledge of Excel, Word and other Microsoft Office Programs as well as having excellent customer service, time management and planning skills.

Our client offers fantastic development to progress and second to none in-house training. They support training and exams and pride themselves on developing staff and assisting with furthering their careers.

For more information please contact one of our specialist consultants quoting REF: NJR8648

Reference: 37023858

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