Administrator - Financial Services - Knutsford, United Kingdom - The Eventus Recruitment Group

Description

Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways

Role Responsibilities

The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include:

• A Point of contact for both clients and third parties
• Responding to general enquiries by telephone and email
• Booking client meetings and diary management
• Preparing documentation for Partner and Advisor meetings
• Completing follow up client correspondence after meetings and all associated tasks
• Update and input client information onto internal CRM systems
• Gathering and chasing information from third party providers and passing to the relevant team
• Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly
• Liaise with Head Office and admin centres as required