Administrator
5 months ago
**Canford & Castle Financial Planning - Administrator Role**
Job Overview:
We seek a dynamic and detail-oriented individual to join our team as a Financial Administrator. In this crucial support role, you will play a key part in ensuring the smooth operation of our services and will collaborate closely with our team to deliver exceptional service to our clients.
**Responsibilities**:
- Manage and process the administrative aspects of client accounts.
- Call providers for information and track progress until received.
- Scan, file, save and process documents.
- Post documents to clients and providers.
- Maintain accurate and up-to-date client records.
- Assist in the preparation and distribution of financial reports and documentation.
- Coordinate and communicate effectively with internal teams to streamline operations.
- Assist with preparing client meetings, including gathering necessary documents and information.
- Handle client inquiries and provide outstanding customer service.
- Manage and maintain office supplies and inventory.
- Maintain a professional and welcoming office environment.
- Coordinate meetings, appointments, and travel arrangements.
- Assist with special projects as assigned.
- Ensure compliance with industry regulations and company policies.
Qualifications:
- Attention to detail and accuracy in data entry and record keeping.
- Excellent organisational and time-management skills with the ability to prioritise efficiently.
- Effective written and verbal communication skills.
- Ability to work collaboratively within a team and independently when required.
- Previous experience in a similar role within the financial services sector is highly desirable but not a must for the right person.
- Proficiency in using financial planning software and Microsoft Office Suite.
- Knowledge of office procedures and phone etiquette.
**Benefits**:
- Competitive salary commensurate with experience.
- Retirement savings.
- Ongoing professional development opportunities.
About Us:
Canford & Castle Financial Planning Ltd is a reputable and growing financial services firm that provides our clients with comprehensive and personalised financial planning solutions. With a commitment to excellence and integrity, we take pride in helping individuals and businesses achieve their financial goals.
How to Apply:
- Join our team and contribute to our mission of helping clients achieve financial success
**Job Types**: Full-time, Part-time, Graduate
**Salary**: £20,476.00-£21,160.00 per year
Expected hours: 20 - 35 per week
**Benefits**:
- Company pension
- Flexitime
- On-site parking
Schedule:
- Monday to Friday
Application question(s):
**Experience**:
- Administrative experience: 1 year (preferred)
- Financial services: 1 year (preferred)
**Language**:
- English (required)
Licence/Certification:
- Driving Licence (required)
Ability to Commute:
- Catterick Garrison (required)
Ability to Relocate:
- Catterick Garrison: Relocate before starting work (required)
Work Location: In person
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