Administrator - Financial Services

Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways

Role Responsibilities

The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include:

• A Point of contact for both clients and third parties
• Responding to general enquiries by telephone and email
• Booking client meetings and diary management
• Preparing documentation for Partner and Advisor meetings
• Completing follow up client correspondence after meetings and all associated tasks
• Update and input client information onto internal CRM systems
• Gathering and chasing information from third party providers and passing to the relevant team
• Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly
• Liaise with Head Office and admin centres as required
• Attend forums and workshops as appropriate for personal development

Person Specification

To be considered for this role you will need:

• A positive 'can do’ attitude
• Able to work as part of a team, as well as independently in a busy fast paced office environment
• Confident communication skills with team members, advisors, and clients both face to face and on the phone
• An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce
• Excellent organisational skills, with the ability to manage and prioritise workloads is essential
• A flexible approach to day-to-day activities, adapting to the need of the business
• A high level of attention to detail

Benefits and Rewards

The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits:

• 25 days holiday plus bank holidays.
• Bonuses
• Excellent Pension
• Study support

About the Company

This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects.

Next Steps

Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.