Senior Administrator

Senior Administrator – Financial Services

Stockport

£25k - £32k

Benefits:

Casual dress; Company pension; Free parking; Life insurance; On-site parking; Paid volunteer time; Private medical insurance; Flexible working

The Client

Our client are an Independent Financial Advice firm based in Stockport. Their focus is on helping clients achieve their aims, goals and objectives through consistently excellent independent financial planning. They are looking to add an experience Senior Administrator - Financial Services to their team.

The Role of Senior Administrator

The position will be office-based and will require the successful candidate to work alongside the current employees of the business to deliver financial planning advice, and most importantly an excellent client experience.

The successful candidate will have a positive attitude, customer service skills and attention to detail and a proactive approach to personal development.

Duties and Responsibilities:

• Efficiently process all areas of customer service and administration relating to new/existing business and servicing queries


• Placing investment instructions and implementing advice


• Liaising with providers to request information as necessary


• Producing valuations and preparing client review packs


• Respond to written and telephone enquiries from clients and providers


• Diary management: organising appointments for the adviser and the client


• Maintain client records within the back-office system in an orderly and comprehensive manner


• Ensuring all required documentation is on file at all times


• Ensuring all meeting follow-up work is completed within agreed timescales

Person

• Excellent verbal and written communication skills


• A working knowledge of Microsoft Word and Excel


• Ability to work well in a team and deliver a high standard of client service


• Excellent telephone manner and interpersonal skills


• Ability to prioritise and organise own workload


• High attention to detail and accuracy


• A minimum of one year's financial service experience is required for the role.

You will be provided with excellent training opportunities and a structured career development programme. You will also have the opportunity to undergo external training if appropriate as well as potential future progression into more senior roles.

The job is full-time working 35 hours a week over Monday to Friday, standard hours are 9 to 5 with a 1-hour lunch break however there is flexibility around hours for the right candidate.

Salary: £25,000.00-£32,000.00 per year with a separate non-guaranteed performance bonus, company pension, company life insurance and two staff events per year paid by the company. Flexible working is available.