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SalaryOur client a Financial Planners who has various offices across the NorthWest of England is seeking a Finance Administrator. You will play a crucial role in supporting the team of Financial Advisors and contributing to the overall success of the company. This is an excellent opportunity for individuals with strong organisational skills, attention to detail, and a keen interest in developing a career in the Finance industry.
Job Responsibilities
Administrative Support:
- Provide comprehensive administrative support to the team of Financial Advisors, including managing calendars, scheduling appointments, and handling client inquiries.
- Efficiently organise and maintain electronic and physical filing systems to ensure easy retrieval of important documents.
- Assist in the preparation and distribution of financial reports, presentations, and other relevant documentation.
Client Interaction:
- Act as a liaison between clients and Financial Advisors, ensuring a high level of customer service and satisfaction.
- Assist in client onboarding processes, including the collection and verification of necessary documentation.
- Address client queries and requests promptly and professionally, maintaining a positive client experience.
The ideal candidate will have experience working within a Financial setting and have experience within administrative role. Candidates who wish to study towards relevant qualifications/exams will be encouraged to do so and support will be offered.
The company offers a competitive salary with the potential for career progression flexible work hours and a casual and modern work environment.
