Financial Planning Administrator - Burton-on-Trent, United Kingdom - mbf.

mbf.
mbf.
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Burton-on-Trent, United Kingdom

4 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Financial Planning Administrator - Church Broughton, Derbyshire - Salary negotiable to £25,000


MBF are currently working with a small but well established firm of Financial Advisors who are currently in the market to recruit a Financial planning Administrator to join their growing team.


The role:


  • The role will be working in a busy team, supporting the company's Financial Advisor's. You will also act as a first point of contact for clients.

Duties include:

  • Preparing, organizing, and storing client information on the inhouse system
  • Managing diaries, scheduling meetings, and booking rooms.
  • Send Birthdays and Seasonal Cards & Gifts
  • Prepare meeting packs
  • Assist colleagues whenever necessary
  • Typing up letters

Requirements:


  • To be considered you MUST have previous experience in an Administrator role. You will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice but those with other financial services experience (or any other administratorswith a keen interest in financial services) will be considered
  • You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
  • Experience of delivering accurate, relevant and timely information

On Offer:


  • The client can offer a basic salary up to £25,000
  • They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be plenty of opportunities for progression.
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