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Attention all Administrators! An amazing opportunity is on offer..... Our client, a specialist within energy data, is looking for an Administrator to join their ever growing team. The role of the Administrator will be to support on licensing, data management, and training. What the Administrator will be doing: Be the first port of call for all customer inquiries, whether its face-to-face, over email or the phone. Update and maintain documentation. Assist with setting up company events. Help with the Health & Safety committee. Provide support on licensing and training for engineers. Making sure policies and procedures are adhered by at all times. What you can offer to the Administrator role: 1 years administrative or data entry experience. Strong customer service and communication skills. Good IT skills and basic working knowledge on Microsoft Office. Great organisational and time management skills. Logical thinker. Desired skills of the Administrator: SharePoint experience Data entry skills For more information, please contact Milo Yates at Clearwater People Solutions or apply as instructed.
Our client, an award winning financial planning firm in Blackpool are looking to appoint an IFA Administrator to join their experienced and growing team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience (essential) Experience of using XPLAN (desirable) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £28,000 bonus 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.