Job Title: Financial Services Administrator
Location: Knutsford
Salary: Up to £27,000 plus company benefits and bonus
Job Type: Full-Time, Office-Based
MBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services. Their team in Knutsford is expanding, and we are seeking a diligent and versatile Financial Services Administrator to join them. This role offers a fantastic opportunity to grow within a supportive and dynamic environment.
Key Responsibilities:
Financial Planning Administration (50%)
- Provide administrative support to our Financial Planners.
- Process Letters of Authority and manage the collection of client policy information.
- Liaise with financial product providers to obtain necessary information.
- Assist in preparing client documentation and reports.
General Office Administration and Reception Duties (50%)
- Perform general office administrative tasks to ensure smooth daily operations.
- Cover reception duties as needed (note: visitor traffic is minimal).
- Handle incoming calls, mail, and email communications.
- Maintain office supplies and equipment.
Qualifications and Skills:
- Previous experience in a similar administrative role, ideally within financial services.
- Strong organizational and multitasking skills.
- Excellent communication and interpersonal abilities.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- A proactive attitude and willingness to learn.
What We Offer:
- Competitive salary up to £27,000.
- Comprehensive company benefits and bonus scheme.
- Support for studies towards a Diploma in Financial Planning.
- Opportunities for career progression and professional development.
Working Hours:
- Full-time, 9:00 AM - 5:00 PM, office-based in Knutsford.