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Junior Financial Planning Support Administrator

Job LocationBolton
EducationNot Mentioned
Salary£15,000 - £16,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

We are delighted to be recruiting for a Junior Financial Planning Support Administrator in Bolton. This role is to provide support to their already established administration team. Salary up to £16,000 plus benefits, this is flexible for the right person.Key responsibilities will include;

  • Post- scanning, allocating and filing
  • Data input of fact find information and documentation onto the back-office system (IRESS)
  • Diarising events throughout the business cycle
  • Producing new business packs and preparation for client meetings
  • Producing client portfolio review information and presenting this with meeting packs
  • Ensuring that the back-office system records are fully updated to enable accurate management information and reporting
  • Liaising with providers and clients as required
  • Maintaining professional and ethical standards in accordance with regulatory principles for business
  • The Ideal Candidate For this exciting opportunity will have /be;
  • Previous experience of office administration in a similar capacity
  • To be able to work on own initiative with great attention to detail
  • Strong interpersonal skills, drive & energy
  • Motivated by working in a fast-paced environment
  • Organised and able to prioritise
  • Educated to GCSE level or equivalent with grade C or above in Maths & English
  • Able to use software packages such as Excel/Word/Outlook
  • Keen to pursue Industry qualifications
  • APPLY NOW

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