Administrator - Preston, United Kingdom - Reed Business Support

Reed Business Support
Reed Business Support
Verified Company
Preston, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Administrator - Preston Docks - up to £22k per annum
Administrator Responsibilities

  • Create and maintain filing systems / client files, update and maintain the firm's records / registers.
  • Arrange meetings / book appointments, update and maintain the firm's diary system
  • Prepare and issue proposal packs, compile invoices.
  • Liaising with product providers, prepare client portfolio reviews as and when necessary.
  • Assisting advisers/paraplanners in the creation of client financial reports /
letters.

  • Create financial reports using spreadsheets and monitor fee payments from clients.

Benefits

  • Salary upto £22k per annum


  • Office based Monday

  • Friday 8.305pm 1 hour lunch break
  • 29 days holiday including bank holidays and Christmas closure
  • Autoenrol pension at standard 3% + 5% contributions, after 3 months service
If this looks like your next career, do not delay

Send your CV to for more information.
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