Monday - Friday 9am - 5pm, permanent
Salary: Upto £21,000
Location: Warrington and 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.
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
Private health insurance
Employee assistance programme
Enhanced Annual leave package