Administrator

Pertemps Leicester

Posted 2 days ago, valid for a month

Leicester, Leicestershire LE5 3TB

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

The job role is for an Administrator based in Leicester with a salary of £25,000 per year.
The position requires strong organizational skills, attention to detail, and excellent communication abilities.
Key responsibilities include client support, documentation management, data management, scheduling, and compliance monitoring.
Candidates should have a background in finance, administration, or a related field, along with proficiency in financial software and CRM systems.
Experience in a similar role is preferred, although specific years of experience are not mentioned.

Job role: Administrator Salary: 25k Location: Leicester�? Join Our Dynamic Team as a Administrator! �?Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Administrator to join our growing team!My Client is committed to providing top-tier financial advice and personalized service to our clients. We believe in building long-term relationships based on trust, integrity, and outstanding results. Our team of experienced professionals is dedicated to guiding clients toward financial success, and we're looking for someone like you to help us achieve this mission.Key Responsibilities:

Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and addressing client inquiries as a administrator
Documentation Management: Prepare, review, and process financial planning documents, ensuring accuracy and compliance with regulations.
Data Management: Maintain and update client records, financial plans, and related documents in our CRM system.
Scheduling and Coordination: Organize appointments, manage calendars, and coordinate meetings between clients and planners as a administrator
Compliance Monitoring: Ensure that all client files and processes adhere to industry regulations and company standards.

What We're Looking For:

Strong organizational skills with a keen eye for detail as a administrator
Excellent communication skills, both written and verbal.
Proficiency with financial software and CRM systems (experience with [specific software] is a plus).
Ability to manage multiple tasks and prioritize effectively.
A background in finance, administration, or a related field is preferred

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