Administrator

2 weeks ago


Church Broughton, United Kingdom Katie Strange Recruitment Full time

Due to recent growth, a well-regarded financial planning and wealth management practice is seeking an Administrator to join their team.


Although not essential, this role would be really well suited to an Admin/Customer Service professional who has previously worked in the world of banking, accountancy, law or financial services.

The successful applicant will be a key member of a small team, working closely alongside the Senior Administrator.

You will be responsible for liaising with clients, processing work on an internal CRM system, logging client updates and offering additionalsupport as required.


This role would be ideal for an experienced administrator who is quick to learn new systems, used to following workflow processes and is able to prioritise a changing workload.

Full training will be provided and you will work alongside a fantastic team.

The Role - Administrator:

  • Provide a high level of administrative support whilst maintaining an excellent level of customer service to clients of the Practice.
  • Be a key point of contact for clients and third parties dealing with general enquiries.
  • Responsible for business submission using bespoke software.
  • Manage a varied workload in a fast paced environment.
  • Support colleagues when required and maintain up to date and accurate records.

The Individual - Administrator:

  • Have excellent IT and communication skills.
  • Be highly organised.
  • A selfstarter with a positive and proactive approach.
  • Previous experience of using the CRM software
  • Salesforce, is an advantage but not essential.
  • Previous experience of working in the financial services, banking, accountancy or legal sectors is again an advantage.
  • Keen to be a key part of a small, growing and ambitious team.

The Company:

  • An established and well regarded financial planning and wealth management practice.
  • Based on the outskirts of Derby with offices in lovely countryside.
  • An opportunity to become a valued employee within a small and hardworking team.
  • Working hours are 9am 5pm, Monday to Friday.
  • Working on site, full time.

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