Administrator - Immediate Start Required (Permanent)

2 weeks ago


Knutsford, Cheshire East, United Kingdom Eventus Legal Full time
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire.

This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you.

You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. The successful Administrator will assist the Financial Planners with client support and administration. Responding to general enquiries by telephone and email

  • Update and input client information onto internal CRM systems
  • Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly
  • Liaise with Head Office and admin centres as required
  • Able to work as part of a team, as well as independently in a busy fast paced office environment
  • Confident communication skills with team members, advisors, and clients both face to face and on the phone
  • An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce
  • A flexible approach to day-to-day activities, adapting to the need of the business
* 25 days holiday plus bank holidays.

  • Bonuses
  • Excellent Pension
  • This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion.


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