A successful IFA firm are looking to recruit an experienced General Administrator to offer support to a small office based in Lockington (close to Junction 24 of theM1).
Working directly with Financial Planning Consultants and their Technical Support team to deliver a first class service to our clients, the principal duties of this role will include:
Reconciling bank account and applying commission to system
Preparing paperwork to send to book keeper each month
Producing management information reports
Paying all bills and issuing invoices to our corporate clients
PA duties to the Directors
Keeping all office supplies updated
Chasing information from providers for the paraplanners
Assisting with compliance administration
Successful applicants will need to be able to plan and prioritise their own workload, communicate with colleagues and clients in a professional manner and be a good team worker.
To be considered for this position, applicants will need to have:
- A working knowledge of Microsoft Word, Excel and Powerpoint
- Excellent numerical skills
- Effective written and verbal communication skills
- Professional telephone manner
Salary is commensurate with experience.
Due to the nature of the business, any successful applicant will be subject to a DBS check.
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