Financial Services Administrator - Macclesfield, United Kingdom - McGregor Recruitment

McGregor Recruitment

Verified Company

Macclesfield, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

FINANCIAL SERVICES ADMINISTRATOR - £23-£28K (dependent on experience)

Our client is a very well-established Financial Services/ Wealth Management company who have offices across the UK and across Europe.

They work with a variety of clients and are now looking for a bright and proactive individual who has worked within
Financial Services/Wealth Management and looking for the next step in their career.

This role would suit someone who enjoys Administrative work and is happy to commit to a role long term.

The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients.

You will have regular contact with clients and enjoy communicating with clients and be used to working in a confidential manner.

The role will be busy and interesting and you will be based within a supportive and friendly team.

The Duties:

Supporting the Financial Planners and Paraplanners with financial administration
Responsible for coordinating client meetings and diary management
Manang and prioritise your workload using a persona diary system ensure that all tasks are completed to set deadlines
Managing client records using internal systems
Dealing with a high level of confidential information
Managing client files and updating accordingly ensuring compliance is adhered to
Mange all post relating to new business cases
Typing client correspondence and reports
Chasing up overdue documents from clients and providers
Ad hoc duties as required

Experience required:

Experience of working within Financial Services or Wealth Management would be desirable
Excellent communication skills and a good telephone manner
Keen interest in Financial Services/Wealth Management
Good attention to detail
Ability to work in a team

The Benefits: