This is an excellentopportunity to work within a highly successful, rapidly growing and progressivecompany in Bury within a varied Administration role. This position will involveworking with internal managers and directors, providing strong administrativesupport including diary and appointment management. You will ensure that youare providing a consistently high level of support.
Providing full administrative support to a small team of qualified Financial Advisers
Maintaining client records and portfolios keeping electronic files in good order
Liaising with clients by email, written correspondence and telephone
First point of telephone contact for client/provider enquiries
Diary management, keeping track of appointments in the diary
Submit and process new business, checking all details for accuracy and completeness
Monitoring application progress
Supporting with minute taking from time to time
Ad hoc data input and sending invoices
Qualifications and Skills
1 year experience within a Financial Advisers, Bank, Mortgage or related industry or finance department or similar would be ideal although not essential
Enthusiasm for working with minimum supervision
GSCE Maths and English (A-B)
An aptitude for numeracy
Fantastic communication skills, both verbal and written
Operating knowledge of Excel
Good all round administrative skills
Positive can do attitude, flexible duties
Job Type: Full-time
A study package would be available for the right person to enhance yourskills within Financial Services.
If this role sounds right for you, then please apply today!
Call us now to start talking about your recruitment needs.