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Senior Administrator

Job LocationPlymouth
EducationNot Mentioned
Salary£27,000 - £34,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Salary up to £34k DOE | Plymouth | Office BasedOur client, one of the South West’s leading firms of Independent Financial Planners is seeking a Senior Administrator to join their team based in Plymouth on a full-time permanent basis.Their experienced team is united by a shared belief in the value of simplicity, transparency, and openness and has an exciting opportunity for a like-minded individual to join their team. As a Senior Administrator, you willcarry out admin support responsibilities for the firms Independent Financial Advisers.Your responsibilities:

  • Diary management of the firms Independent Financial Advisors
  • Preparing new business and client review packs for client meetings
  • Managing correspondence and maintaining client files
  • To use an appropriate system to record all new business submitted to providers
  • Mentoring of Administrators
Skills, Qualifications and Experience
  • Experience working in a similar role in Financial Services for a minimum of three years
  • Highly effective time management and organisational skills
  • Excellent communication and interpersonal skills (verbal and written)
  • Ability to work under pressure
  • Good literacy and numeracy skills
Your benefits:
  • Competitive salary £32k to £34k DOE
  • Company Pension Scheme
  • 21 days holiday plus bank holidays, rising by 1 day per year for each year of service up to a max of 25 days
  • Option to buy or sell 5 days holiday per year
  • Friendly and supportive working environment
If you are interested in this role, apply today for more information! Recruitment Consultant: Joanne HowellRef: 10208

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