Administrator

5 days ago


Stockport, United Kingdom Essentia Solutions Group Full time
Pensions and Investments Administrator
Stockport, Greater Manchester
Office Hours with early finish Friday (OR Part Time Hours)
Salary Neg depending on experience.
Up to £34,000 + benefits
We are on the hunt for an experienced administrator who has come from a financial background to join a successful and established wealth management business. The ideal candidate will have come from FCA regulated background within the finance field and ideally from a wealth management, pensions or investments.
The role is strictly an administration role however you will be building relationships with company clients due to the nature of the role.
Duties: -
· Dealing with pre-screen client packs
· Return fact find and add onto systems.
· Deal with any letter of authority
· Collate information & logging
· Update clients by phone & email
· Dealing with confidential information and following compliances
· Supporting a board of directors on a day to day basis
Benefits:-
· Bonus
· Free parking
· Early finish Friday
· Nice working culture
· Relaxed environment
Interviewing now
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