Financial Planning Administrator

4 weeks ago

Sheffield, United Kingdom Lime People Search & Select Ltd Full time

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business. Specifically you'll be responsible for the following:Administration dutiesTo arrange basic administration requirements from file notes as instructedCollating costs & charges information for annual review purposesPreparing valuations / client packs for client meetingsTo send off letters by email and post as requiredTo be responsible for scanning and administrative duties as requiredTo telephone clients when requiredDay to day reception dutiesTo be responsible for the main reception duties during opening hoursTo be the first contact for answering and directing telephone callsOpening of post in morning & allocation to staffTo deal with clients at the front desk in a polite and courteous mannerTo arrange refreshments for clients and advisers as necessaryTo take accurate messages for advisers and members of staff as necessaryTo undertake photocopying / scanning duties as requestedTo be responsible for franking of outgoing postTo ensure sufficient supplies of stationery / consumables / sundriesIdeally we would be seeking an individual who has around 1+ years experience working within a Financial Advisory firm as an Administrator or PA. But we are also willing to consider Administrators who have previous experience working in the Financial Services sector.A great salary and working environment is offered for this role, which is office based in Sheffield

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