Financial Planning Administrator - Altrincham, United Kingdom - mbf.

mbf.

Verified Company

Altrincham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client, a Chartered Financial Planning practice based in Altrincham are currently seeking to recruit an additional Financial Planning Administrator to join their friendly team.

The organisation is well established and have a fantastic reputation in Greater Manchester and across the North West.

Due to increased workload and an internal promotion, they are now looking to recruit an Administrator who can help with the busy workload.

The role:

The role will focus on supporting Paraplanners & Financial Advisers, some of the duties included in this role will be:

Update & maintain the internal systems with client data
Support Paraplanners with paperwork and handling new business
Chase providers & clients to obtain information

Requirements:

The client is looking to recruit a well presented, personable and hardworking individual.
You must have specific Financial Planning experience in a similar role
Previous experience of Intelligent Office would be desirable
Those who have studied professional qualifications would be at an advantage although this is not essential

On Offer:

Generous basic salary of up to £29,000
Excellent company benefits and study support
Genuine opportunities to progress the company pride themselves on promoting from within
Flexible working up to 2 days from home per week