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Role: Administrator
Location: Rawtenstall
Salary: £23k - £24k per annum (negotiable)
Benefits: free parking, bonus incentives & yearly bonuses, modern offices, team bonding events, buzzy team, progression opportunities including scope to be put through RO exams.
Square Peg Associates are currently recruiting for an Administrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an Administrator to provide support to a team of Paraplanners.
Role responsibilities:
- Providing administrative support to the Paraplanning team.
- File preparation.
- Drafting letters & reports.
- Chasing risk scheme information and liaising with scheme providers.
- Maintain accurate client information and updating information (CFR).
- Specialist Training will be provided and obtain relevant accreditation on Financial Services systems (knowledge of IT systems an advantage, CRM, Salesforce).
Knowledge and Experience Specification:
- Previous experience in an office support role, ideally in financial services or related sector (though not essential)
- Experience of client care, customer service and building and maintaining client relationships
Skills Specification:
- Excellent written communication skills
- Experience of Microsoft Office including Excel
- Good organisation skills and attention to detail
- Manages time effectively with the ability to multi-task.
- Keeps calm when faced with conflicting demands and handles these effectively.
- Demonstrates a positive attitude at all times.
- Works well on own tasks as well as on shared goals as part of a team.
- Open to change with a creative approach to problem solving.
If you are interested in hearing more about this role, please APPLY now or contact Square Peg Associates today!!!
