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Administrative assistant
Annual Review Administrator

Annual Review Administrator

recruitment22

Posted 2 days ago, valid for 5 days

Manchester, Greater Manchester M17 1DJ, England

Full Time

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Sonic Summary

An exciting opportunity is available for an Annual Review Administrator at a forward-thinking IFA in Manchester.
The role offers ongoing training, support, and a clear path for progression, with a commitment to promoting from within.
Candidates should have some experience in Financial Services, ideally from a Financial Adviser, Provider, or Pensions company.
The position includes benefits such as a company pension, private medical insurance, and a £500 bonus for each exam passed.
The salary is competitive, and the company covers all exam and study materials, with a work schedule from Monday to Friday.

An opportunity to join an ambitious and genuinely forward thinking IFA in Manchester. You'll join as an Annual Review Administrator and the business will provide you will ongoing training, support and development. There is a clear route of progression for all employees and the business will ALWAYS promote from within before looking externally if it's possible.Your responsibilities will include:

Preparing Annual Review meeting packs
Gathering information from provider websites
Updating policy information
Preparing documentation
Updating and maintaining client files

The benefits include:

Company events
Company pension
Private medical insurance
£500 bonus for each exam passed
All exam and study material paid for by the company
Schedule:
Monday to Thursday 8am – 4pm or 9am – 5pm
Friday 8am – 3pm or 9am – 4pm
Office based

To be considered you'll need to have some experience within Financial Services. Experience working for a Financial Adviser, Provider or Pensions company would be ideal, or any administrative experience within Financial Services will also be considered. Please also apply if you're working towards the diploma in financial planning and are looking for your first opportunity within the industry.

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