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Administrator

Job LocationMarket Harborough
EducationNot Mentioned
Salary23,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time or part-time

Job Description

We have been asked to recruit an Administrator for a company based in Market Harborough.Day to day youll work within a small team of 11 covering a range of dutiesThis is a position that is both challenging and varied, which creates a nice balance between the two.The company are very stable and have been around for many yearsThey work with Business Proprietors and High Net Worth clients giving advice on Pension Planning, Investment Management, Tax Planning, Inheritance Tax Planning, Life assurance and Income Protection,Business Planning.The role can be full or part-time, but please note this is an office-based role.Below is a small overview of what youll be doing

  • Prepare client review reports including Investment Valuations, Target/Actual Analysis Family
  • Balance Sheets of Assets & Liabilities together with Income Forecasts
  • Responsible for all VT support accounts online for all current clients - need to be accurate and Numerate
  • Prepare meeting packs for client appointments
  • Prepare welcome packs for new clients
  • Maintaining and updating all spreadsheets within the office
  • Input and maintain accurate client records on the office systems and Investment Platform
So, if you have exprience of doing admin and strong excel skills, we would be keen to hear from you.For more information, please apply straight away or contact Hannah Thompson at 360 RecruitmentEven if you dont have a CV, just get in touch and we can have a conversation first.

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