Administrator

Monday – Friday  9am – 5pm, permanent 

Salary: Upto £21,000

Location: Warrington and Sale

We seek 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.  This role is to cover a region of our offices which include, Ossett, Glossop and Chesterfield and the time spent in each office will be based on business needs.

Administrator responsibilities:

• Efficiently process all administration relating to new/existing business and servicing queries.

• Liaising with providers and the wider business to request information, as necessary.

• Producing valuations and preparing client packs in advance of client meetings.

• Preparing suitability letters.

• Analyse and action the results of reports.

• Respond to written and telephone enquiries from clients and providers.

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

• Ensuring all required documentation is always on file.

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

• Working within compliance framework.

What we look for in an Administrator:

• Experience in the financial industry, Banking, pensions desirable but not essential.

• Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel along with in house IFA systems and provider websites.

• 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.

• A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively.

• Adaptable and able to self-manage time.

• Great organisational skills.

• Flexible approach to work environment, with a willingness to travel to our other offices

Our Benefits:

• Career progression

• Structured Training

• Private health insurance

• Pension Scheme

• Bonus Scheme

• Employee assistance programme

• Enhanced Annual leave package

• Company Events