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  • Location: Sale
  • Salary: £23,000 per year
  • Job Type:Permanent

Posted about 1 month ago

  • Sector: Front-Line Talent
  • Contact: Millie Ellis
  • Contact Email:
  • Contact Phone: 0161 883 2823
  • Expiry Date: 19 February 2024
  • Job Ref: 11287/ME


Monday - Friday  9.30am - 3.30pm, permanent  - Partime 

Salary: £18,400

Location: Sale

We seek to appoint an administrator, who will work alongside and support a small team of Independent Financial Advisers, supporting the delivery of flawless administrative services to provide a singularly brilliant client experience.

The successful candidate will have a positive attitude towards change and improvement in both personal and team delivery, alongside an appetite to learn.  This role is to cover a region of our offices which include, Ossett, Glossop and Chesterfield and the time spent in each office will be based on business needs.

Administrator responsibilities:

  • Efficiently process all administration relating to new/existing business and servicing queries.
  • Liaising with providers and the wider business to request information, as necessary.
  • Producing valuations and preparing client packs in advance of client meetings.
  • Preparing suitability letters.
  • Analyse and action the results of reports.
  • Respond to written and telephone enquiries from clients and providers.
  • Maintain client records within the back-office system in an orderly and comprehensive manner.
  • Ensuring all required documentation is always on file.
  • Ensuring all meeting follow-up work is completed within agreed timescales.
  • Working within compliance framework.

What we look for in an Administrator:

  • Experience in the financial industry, Banking, pensions desirable but not essential.
  • Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel along with in house IFA systems and provider websites.
  • Ability to prioritise and organise own workload.
  • Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others.
  • Excellent telephone manner and interpersonal skills.
  • High attention to detail and accuracy.
  • A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively.
  • Adaptable and able to self-manage time.
  • Great organisational skills.
  • Flexible approach to work environment, with a willingness to travel to our other offices

Our Benefits:

  • Career progression
  • Structured Training
  • Private health insurance
  • Pension Scheme
  • Bonus Scheme
  • Employee assistance programme
  • Enhanced Annual leave package
  • Company Events