Personal Injury/Financial Services Administrator

Posted 26 October by NJR Recruitment
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SALARY; Up to £25,000 + Benefits + Exam Support

One of the UK’s largest firm of Independent Financial Planners are now looking tor ecruit an additional Administrator to join their team in Bury. Specialising in Personal injury Trust & Court of Protection cases, this is an exciting opportunity for someone who is looking to take up an important role within the business.

Joining a team experienced and highly qualified Independent Financial Advisers the successful Candidates will be based in contemporary offices in North Manchester, where you will benefits from free onsite parking.

The main purpose of the role will be to provide support to a team of Financial Consultants and Paraplanners as well as being the primary point of contact for the business. You will carry out a demanding position and will be responsible for a number of tasks including;

  • Type correspondence, complete forms and documents on behalf of Partners/Clients
  • Check work for spelling, typographical and grammatical errors and to ensure that all enclosures are included with correspondence
  • Ensure that all details required are up to date on thee database, particularly those relating to client matters, are accurately completed in full and that such entries are updated as and when appropriate
  • To have a pro-active approach to all activities carried out
  • Filing of correspondence/scanning of documents in the appropriate file
  • Dealing with telephone calls and accurately recording messages
  • Checking partners' diaries and making appointments when required
  • To carry out any photocopying which may be necessary
  • Assisting other staff on own initiative or upon request
  • Contacting clients upon instruction of the Partners and undertaking matters delegated to them
  • Undertaking any other task which may be set by the Partner from time-to-time.

The successful candidate will need to have previous experience working within a similar role - preferably within an IFA/Financial Planning Practice or within a Personal Injury Law Firm. A Certificate in Financial Administration would also be an advantage; You will have solid communication and articulation skills as well as the ability to multi-task.

In return our client offers a competitive salary and the opportunity to progress in a thriving business.

Apply online or for further information please contact one of our specialist consultants quoting reference number: NJR 12062

Reference: 44486886

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