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SalaryLOCATION : SALE & WARRINGTON
SALARY: GBP21,000 + EXCELLENT BENEFITS & CAREER DEVELOPMENT
NJR Recruitment are now working in Partnership with a well-respected financial services company whose focus is on helping clients achieve their aims, goals and objectives by providing financial advice delivered in a way that makes them feel heard and taken care of. This is an exciting time to join our growing client who want to make a positive impact on the people with whom they work - both inside and outside of the company.
This role will work across both the Sale & Warrington offices and therefore a driver with their own transport is required!
They are now looking 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.
To apply for the role you will offer:
o Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel
o Ability to prioritise and organise own workload
o Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others
o Excellent telephone manner and interpersonal skills
o High attention to detail and accuracy. o A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively. o Adaptable and able to self-manage time. o Great organisational skills
Duties and Responsibilities:
o Efficiently process all administration relating to new/existing business and servicing queries
o Liaising with providers and the wider business to request information, as necessary
o Producing valuations and preparing client packs in advance of client meetings
o Preparing suitability letters
o Analyse and action the results of reports
o Respond to written and telephone enquiries from clients and providers
o Maintain client records within the back-office system in an orderly and comprehensive manner
o Ensuring all required documentation is always on file
o Ensuring all meeting follow-up work is completed within agreed timescales
o Working within compliance framework.
Ideally candidates will have worked within Financial Services such as an IFA Firm of a Provider / Bank, however those from an Accountancy, Estate Agency or Legal Firm will also be considered.
The successful candidate will be provided with structured training and an opportunity for career development whilst working for a successful, well-established organisation. Alongside the salary, our client offers;
o Private Health Insurance
o Pension
o EAP scheme and bonus
o 22 days holiday plus Christmas close down (3 extra days )
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