Financial Services Administrator

6 months ago


Cheadle, United Kingdom Sylvan Financial Management Ltd Full time

**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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