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Financial Planning Administrator

mbf.
Job LocationBurton-on-Trent
EducationNot Mentioned
Salary20,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Financial Planning Administrator - Church Broughton, Derbyshire - Salary negotiable to £25,000 MBF are currently working with a small but well established firm of Financial Advisors who are currently in the market to recruit a Financial planning Administrator to join their growing team.The role:

  • The role will be working in a busy team, supporting the companys Financial Advisors. You will also act as a first point of contact for clients.
Duties include:
  • Preparing, organizing, and storing client information on the in-house system
  • Dealing with queries on the phone and by email.
  • Managing diaries, scheduling meetings, and booking rooms.
  • Send Birthdays and Seasonal Cards & Gifts
  • Prepare meeting packs
  • Assist colleagues whenever necessary
  • Typing up letters
Requirements
  • To be considered you MUST have previous experience in an Administrator role. You will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice but those with other financial services experience (or any other administratorswith a keen interest in financial services) will be considered
  • You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
  • Experience of delivering accurate, relevant and timely information
On Offer:
  • The client can offer a basic salary up to £25,000
  • They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be plenty of opportunities for progression.

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