Ifa Administrator

3 weeks ago


Lancashire, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Lancashire
£21000
12/05/2023
NJR13705

DESCRIPTION

ADMINISTRATOR
Eccleston
Competitive
24 hours per week, 9am - 5pm (part time)

**Benefits**:
" Amazing working environment
" Career Progression
" Company pension
" Discretionary Bonuses

Key Responsibilities
" Arranging client appointments
" Preparing documents for client meetings
" Meeting and greeting clients in the office
" Managing the database of clients
" Diary management for advisor and Managing Director
" Liaising with 3rd party providers to obtain client information.
" Dealing with internal departments to resolve queries.
" Processing client new business
" Supporting Snr Administrator with data input and client records
**Requirements**:
Ideally will have previously worked within financial services/banking or a wealth management environment where you have been undertaking administrative duties and supporting with the management of client accounts/relationships. It is essential that you are professional and confident in dealing with people and can work with total discretion.
You will have:
" Excellent communication and organisational skills (prioritising your own task list
" a keen eye for detail
" Proven work experience as an administrator or within an office support role
" the ability to build rapport and manage client relationships.
" Excellent customer service skills
" Time management and planning skills.

NJR


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