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| Job Location | Sandbach |
| Education | Not Mentioned |
| Salary | 19,000 - 21,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
We have a lucrative opportunity for a Review Administrator to join a successful and thriving Investment company based in Cheshire. As a Review Administrator, you will be supporting a team of Independent Financial Advisors, specialising within differentsectors. You will be the first point of contact for potential and existing clients, delivering a professional service.* Comply at all times with the firms Compliance; Training & Competence; Complaints and Data Security policies/procedures.* To ensure that the firms clients are treated fairly at all times.* To work as part of a team alongside the firms advisers to provide clients with a professional ongoing financial planning experience.* Attend training and develop relevant knowledge and skills.* Contact with clients to capture relevant current information.* Prepare the pre-review documents, the formal review and supporting documents.* Liaising with the paraplanners and advisers to ensure meeting packs contain the correct documentation.* Liaising with admin team to ensure continuity of service levels, and to ensure that priorities and deadlines are adhered to at all times.* To deal with telephone/email enquiries.* Create and maintain filing systems/client files.* Arrange meetings/book appointments.* Update and maintain the firms records/registers, as required.* Update and maintain the firms diary system.* Liaising with product providers, as and when necessary.* To attend staff meetings as and when required.* Maintain a computerised customer database.* Type and word-process various documents and electronic information.* Create financial reports using spreadsheets.Candidate Requirements:* GCSE Maths and English* Previous office administration experience is essential* Exceptional customer service skills* Experience within Financial Services, Banking, Wealth Management, Insurance or a Legal environment is essential* Wide-ranging IT skills and knowledge including Microsoft Word & Excel* The ability to adapt to a fast-moving environment* Excellent administration skills* Ability to remain calm and professional even when under pressureThis role would suit people who also have the following experience: Financial Services Administrator, Insurance Administrator, Banking, Legal Administrator, Claims Administrator, Underwriting, Wealth Management, Independent Financial Advisor.Commutable from: Crewe, Nantwich, Northwich, Middlewich, Congleton, Winsford.Hours: Monday - Friday 8:30am - 5:00pmSalary: £19,000 - £21,000 per annum DOEBrampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.