Financial Services Administrator
6 months ago
**Company description**
Sylvan Financial Management is a fast-growing dynamic Financial Advice firm based in Cheadle, Stockport. Our focus is on helping clients achieve their aims, goals and objectives through independent financial planning. We aim to deliver a personalised service with the client at the heart of all we do.
**Job description**
We are offering an opportunity to join the company with the prospect of being central to the delivery of our vision.
The Opportunity:
Duties and Responsibilities:
- Maintaining a filing system for client records using Intelligent Office
- Diary management
- Document creation including letters and reports
- Booking / coordinating meetings
- Booking events including room hire/refreshments
- Minute taking
- Ordering office stationery and supplies
- Maintaining internal databases
- Answering phone calls and redirecting or taking messages
- Ordering office stationery and supplies
- Inputting data into business software
Person Specification:
- Excellent verbal and written communication skills
- A working knowledge of Microsoft Word and Excel
- Ability to work well in a team and deliver a high standard of client service
- Excellent telephone manner and interpersonal skills
- Ability to prioritise and organise own workload
- High attention to detail and accuracy
Experience is not required but is desirable.
You will be provided with excellent training opportunities and a structured career development programme. We also offer the opportunity to undergo external training if appropriate as well as potential future progression into more senior roles.
**Salary**: £19,000.00-£25,000.00 per year with a separate non-guaranteed performance bonus. We also offer a company pension.
**Job Types**: Full-time, Permanent
Pay: £23,000.00-£28,000.00 per year
**Benefits**:
- Casual dress
- Company pension
- Free parking
- Life insurance
- On-site parking
- Paid volunteer time
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Yearly bonus
**Experience**:
- Financial Services Administration: 1 year (required)
Work Location: In person
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