Financial Services Administrator
5 months ago
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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