Administrator - Bury
Full time in the office
£23,000
This company is a well-respected financial services company based in Bury, and they are seeking an Administrator to work alongside and support a small team of Independent Financial Advisers. The successful candidate will have excellent verbal and written communication skills, high attention to detail, and a responsible approach.
This role is based in Bury, with flexible working arrangements available. The successful candidate will be provided with structured training and an opportunity for career development whilst working for a successful, well-established organisation. At this company, they offer a competitive remuneration package as part of their Total Reward strategy. This includes access to private health insurance, pension, EAP scheme and bonus. Further details are available upon request. They also offer an enhanced annual leave package.
The successful candidate 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. They will efficiently process all administration relating to new/existing business and servicing queries, liaising with providers and the wider business to request information, as necessary. They will produce valuations and prepare client packs in advance of client meetings and prepare suitability letters. They will 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, and ensuring all meeting follow-up work is completed within agreed timescales. They will work within a compliance framework.
Key Responsibilities of the Administrator:
- Efficiently process all administration relating to new/existing business and servicing queries
- Liaise with providers and the wider business to request information, as necessary
- Produce valuations and prepare client packs in advance of client meetings
- Prepare suitability letters
- Analyse and action the results of reports
Required knowledge and experience for the Administrator role:
- Excellent verbal and written communication skills across all mediums
- 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
If you have the required experience and qualifications for this role, please apply now.
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Applicants must be located and eligible to work in the UK without sponsorship.
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