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Job Location | Macclesfield |
Education | Not Mentioned |
Salary | £24,000 - £26,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
SALARY UP TO £25,000MONDAY - FRIDAY 9AM - 5PMBENEFITS: 25 days Holidays + Birthday Off & Bank Holidays, Pension, Private Health, Life Assurance, Cycle to work Scheme, Career Development & Employee RecognitionOur Client are an impressive business - with Headquartered in London, they have a growing network of offices across the UK as well as offices in Johannesburg, South Africa and New York, USA. Their Client banks range from private individuals to some of theUKs largest universities.A new and exciting opportunity is now available for a switched on and dedicated Administrator to form part of their team in Macclesfield. This is a small and friendly team environment that is situated within a short walking distance of Macclesfield trainstation with really easy road and transport links. The role is initially office based, however longer term this will become a hybrid working role Working alongside the Paraplanners and wider Administration team the successful Candidate will provide direct support to the Advisers and will be the first point of contact for both the Advisers and Clients. Candidates applying for the role will be experiencedin providing client and financial advisor support. You will be someone presentable, professional and polite with a passion for right first time enquiry resolution. Having worked in Wealth Planning or at least Financial Services for the last 12 months he successfulcandidate will have ideally used Xplan or a similar Back Office System.Daily duties will consist of;" Processing new business applications" Creating Valuations & Illustrations" Liaising with Providers & Clients" Sending & Chasing LOAs" Organising client meetings" Undertake research to identify suitable solutions" Assisting in the annual review process" Produce quotesCandidates should be flexible and adaptable to challenges and a changing environment.NJR 14391