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Our Client is an established firm of Financial Planners based in South Manchester, specialising in Pensions and Investment Advice. A fantastic opportunity is available for an experienced and knowledgeable Personal Assistant / Administrator to join their established team. This role is to work on an initial 10month maternity contract.
To join as a key part of this team you will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will relish getting things organised and getting the job done, have a 'hands-on' approach and be capable of independently completing required functions, whilst
providing a high quality administrative & sales support to a demanding and very busy Financial Adviser.
Responsibilities
Provide sales support, obtain quotations, administer new business
Produce valuations and process plan changes and existing business enquiries
To maintain all necessary registers and records
Adhere to and satisfy all compliance requirements
To liaise with colleagues and clients in a professional efficient manner
To willingly undertake any training required and ensure that personal
Knowledge and skills are kept up to date
Make suggestions for improvement where this would benefit the future
The successful candidate will need to have previous experience working as an administrator for a firm of Financial Advisers. Those will a strong working knowledge of Investments, and ideally Trusts are of high interest. You will be a confident user of Provider Platforms and ideally work with Intelligent Office.
For further information please contact one of our specialist consultants quoting REF: NJR 15553
