Administrator - Financial Planning

NJR Recruitment
Bolton By Bowland, UK
19 May 2019
28 May 2019
Contract Type
Full Time
Our client is a well established Independent Financial Advisors, who now have a new opportunity for an Administrator to join their small, established and really friendly team. Working alongside two Directors / Advisors, and a team of two Administrators the successful candidate will play an instrumental part of the day to day running of this successful business.

Both experience and personality are equally as important for this company. We are keen to hear from those who have obtained a good background working as an Administrator within the industry, alongside those who show passion, commitment, and very strong client care skills.

Daily duties will consist of;
  • Save typed up meeting notes to Adviser Office
  • Arranging pre-meeting research
  • Action all points following a meeting through to completion
  • Integrating (saving documents to the online software - Virtual Cabinet) and updating client information
  • Integrate and update post
  • Assisting the Paraplanners in relation to investments and protection matter
  • New business research and some report writing may be required
  • Liaising with product providers to ascertain any policy information
  • Download Manager Statement from Manager Online Website on a weekly basis
  • Posting documents
  • Chasing clients and providers
  • Assist Directors with general Administrative tasks
  • Managing reports
  • Assisting the Senior Administrator in preparing packs to be sent in the post
  • Liaising with suppliers (building contractors, gardener, window cleaner etc)

Our client is looking for a highly competent individual, who enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to priorities their work.

For more information please contact one of our specialist consultants quoting REF: NJR 8967

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