Administrator
Location: Bury
Hours: Monday - Friday 9am - 5pm (35 hours p/w)
The Company
This company is a well-respected financial services company based in Bury. They want to make a positive impact on the people with whom they work - both inside and outside of the company. They are looking for brilliant people who fit with their culture and values and who can help to write the next chapter of their story. The successful candidate will work alongside and support a small team of Independent Financial Advisers, supporting the delivery of flawless administrative services.
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.
- Maintain client records and ensire required documenation is completed.
- Produce valuations and prepare client packs in advance of client meetings.
- Prepare suitability letters.
- Analyse and action the results of reports.
- Work within a compliance framework.
Required knowledge and experience for the Administrator role:
- Excellent verbal and written communication skills.
- 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.
Benefits of an Administrator:
- Bonus structure
- Company pension
- Life insurance
- Private medical insurance
If you have the required experience and qualifications for this role, please apply now.
Applicants must be located and eligible to work in the UK without sponsorship.
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