Administrator - Financial Services - Poulton-le-Fylde, United Kingdom - Burton Recruitment

Burton Recruitment

Verified Company

Poulton-le-Fylde, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Administrator - Financial Planning

Due to continued success, our client is urgently seeking a highly organised and dedicated Administrator to join their department on a full-time, permanent basis.

Reporting directly to the Office Manager, key responsibilities will include:

To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients.
Actively seek to improve quality & efficiencies across the team, reporting any identified issues
Manage and run a team diary for all the Financial Planners and senior management, including booking client meetings
Ensure that all the documents, meeting preparation and strategy discussions are organised and executed to best prepare for client meetings.
Process all new business documentation in accordance with the agreed service and quality standards.
To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service

This is an exceptional opportunity to join a reputable, growing firm who truly believe in supporting their employees. In return, our client offers flexible working hours, 31 days holiday (including statutory), critical illness, income protection and muchmore.