Financial Services Administrator

5 months ago


Chesterfield, United Kingdom Pratap Partnership Full time

This could be one of the most attractive permanent opportunities for an Administrator with experience in the Financial Services Sector

Shorts Chartered Financial Planners are an employer with a long history, a supportive culture and strong core values. Their success and growth have been built upon a happy team with strong leadership and opportunities for development.

Their policies have a clear focus on fairness, inclusivity, and a drive for continuous improvement. Their Managing Partner captures the work / life core value as "we work to live, we don't live to work". They have managed to achieve this alongside improving the quality of service they offer to clients.

**Some of the headline responsibilities for the Administrator include;**
- Create annual review reports.
- Dealing with clients in a professional and courteous manner.
- Create and maintain database / filing systems / client files.
- Update and maintain the firm’s diary system.
- Submitting new business queries.
- Maintaining stationery and equipment supplies and liaising with product providers as and when necessary.
- Assisting advisers in the creation of client letters.
- To attend meetings as and when required.
- Type and word-process various documents and electronic information.
- Create financial reports.

**Everyone at Shorts can expect everything that would be expected from a great employer progressive firm, and lots more besides;**
- Core hours policy (7.5 hours per day, working between 08:00 and 18:00).
- The ability to take up to two hours for lunch.
- Overtime (they hardly work any) to be taken back as time off in lieu.
- Holidays start at 25 days or pro-rata equivalent.
- Extra 1 day holiday after 5 years’ service and thereafter to a maximum extra 5 days.
- Ability to buy up to five days holiday or pro-rata equivalent.
- Enhanced maternity/paternity/adoption leave.
- A fair and sympathetic sickness policy.
- Access to Mental Health First Aiders with ongoing associated support.
- Employee assistance program for counselling services, medical support, and perks through PAYCARE

**Other elements include**:

- Dress for your diary policy.
- Death in service 2 x salary.
- The opportunity to take one volunteering day per year.
- Christmas party and summer social.
- Referral schemes for clients and recruitment.
- Charity and other social events.
- Team Forum.
- Free tea, coffee and biscuits (it’s important)

**Benefits**:

- Company pension
- Flexitime
- Free parking
- On-site parking
- Private medical insurance

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Chesterfield: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: Financial Services Administrator



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