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Financial Services Administrator
4 months ago
MBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services. Their team in Knutsford is expanding, and we are seeking a diligent and versatile Financial Services Administrator to join them. This role offers a fantastic opportunity to grow within a supportive and dynamic environment.
Key Responsibilities:
Financial Planning Administration (50%)nProvide administrative support to our Financial Planners.nProcess Letters of Authority and manage the collection of client policy information.nLiaise with financial product providers to obtain necessary information.nAssist in preparing client documentation and reports.
General Office Administration and Reception Duties (50%)nPerform general office administrative tasks to ensure smooth daily operations.nCover reception duties as needed (note: visitor traffic is minimal).nHandle incoming calls, mail, and email communications.nMaintain office supplies and equipment.
Qualifications and Skills:nPrevious experience in a similar administrative role, ideally within financial services.nStrong organizational and multitasking skills.nExcellent communication and interpersonal abilities.nProficient in Microsoft Office Suite (Word, Excel, Outlook).nA proactive attitude and willingness to learn.
On Offer:nCompetitive salary up to £27,000.nComprehensive company benefits and bonus scheme.nSupport for studies towards a Diploma in Financial Planning.nOpportunities for career progression and professional development.
Working Hours:nFull-time, 9:00 AM - 5:00 PM, office-based in Knutsford.
