Administrator

2 weeks ago


Stafford, United Kingdom Deaconsfield Financial Planning Ltd Full time

This is an exciting opportunity for an Administrator to join our expanding firm of Financial Advisers based in Staffordshire with National coverage, initially 15 hours per week on a part-time basis.

**The role**
- Creating and maintaining accurate client records using our purpose-built system.
- Diary management for Financial Advisors.
- To forge successful professional relationships with colleagues, clients, product providers and insurance companies, to improve and enhance the services we receive and provide.
- Preparing documentation for client review meetings.
- Receiving and acting on instructions from the Financial Advisers.
- Processing new business through to completion for life, pension, investment, and mortgage products.
- Obtaining product information from providers.
- Liaising with clients and product providers on outstanding documents and queries.
- Ensuring all client files are compliant on an ongoing basis.

**Who we are looking for**:

- An individual ideally with a minimum of 1 years Office experience, in financial background would be advantageous.
- GCSE or equivalent in English and Maths.
- Computer literate with a good working knowledge of Microsoft Office.
- A friendly, motivated individual who is confident liaising with customers in a professional manner.
- Someone with a high level of organisation and attention to detail and the ability to work with confidential data.
- An excellent communicator with the ability to manage their own time, as part of a small but busy team.
- A pleasant working environment
- Salary dependent on experience
- Company uniform
- Auto enrolled Pension

**Job Types**: Hybrid working in the office and from home, Permanent

Schedule:

- Days to be discussed

We are committed to equality of opportunity for all, if you were to be offered an interview, please advise us of any specific requirements.

This is a fantastic opportunity not to be missed, if you would like to be considered, please submit your CV

Closing date: Monday 16th January 2023

If you have not been contacted two weeks after the closing date, please assume that you have been unsuccessful.

**Job Types**: Part-time, Permanent
Part-time hours: 15 per week

**Salary**: £9.18-£9.50 per hour

Schedule:

- Monday to Friday
- No weekends

Work Location: Hybrid remote in Stafford

Application deadline: 16/01/2023


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