Administrator - Penistone, United Kingdom - Harper Financial Associates
2 weeks ago
Description
About us
Harper Financial Associates is an award winning small business based in Penistone, S36 6AR. We are professional, agile, and our goal is to provide honest and independent financial advice to our clients.
Our work environment includes:
- Modern office setting
- Workfromhome days
- Growth opportunities
Responsibilities:
- Perform general administrative duties including office management, support for adviser/s & the Managing Director, and special projects.
- Ensure high customer service standards in compliance with company policies.
- Liaise with life offices to process Letters of Authorities and obtain policy information.
- File preparation
- Letter writing
- Some diary management mainly inputting already arrange client meetings
- Coordinate special events and travel arrangements.
- Inputting data into our back office system
- Must have excellent communication skills and telephone manner
- Good planning and effective organisational skills
- Honesty & Integrity
- Methodological approach to work
- Minimum of one year in a financial services administration role/environment
- Have an understanding of the financial planning process
Job Types:
Full-time, Permanent
Salary:
£20,614.00-£21,858.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Financial planning services
- Referral programme
- Sick pay
- Transport links
Schedule:
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Penistone, S36 6AR: reliably commute or plan to relocate before starting work (required)
Work Location:
One location
Application deadline: 03/04/2023
Reference ID:
PPAdmin2023
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