Junior Financial Planning Support Administrator
2 days ago
We are delighted to be recruiting for a Junior Financial Planning Support Administrator in Bolton. This role is to provide support to their already established administration team. Salary up to £18,000 plus benefits, this is flexible for the right person.
Key responsibilities will include;
- Post
- scanning, allocating and filing.
- Data input of fact find information and documentation onto the back-office system (IRESS).
- Diarising events throughout the business cycle.
- Producing new business packs and preparation for client meetings.
- Producing client portfolio review information and presenting this with meeting packs.
- Ensuring that the back-office system records are fully updated to enable accurate management information and reporting.
- Liaising with providers and clients as required.
- Maintaining professional and ethical standards in accordance with regulatory principles for business.
- Previous experience of office administration in a similar capacity
- To be able to work on own initiative with great attention to detail
- Strong interpersonal skills, drive & energy
- Motivated by working in a fast-paced environment
- Organised and able to prioritise
- Educated to GCSE level or equivalent with grade C or above in Maths & English
- Able to use software packages such as Excel/Word/Outlook
- Keen to pursue Industry qualifications
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Junior Administrator
7 months ago
Bolton, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Junior Administrator** **Location: Bolton, BL1** **Salary: up to £22,000 plus **(Excellent benefits including bonuses, loyalty reward scheme, pension, team social events, generous holiday allowance and exam support) **Hours: 35 hours, in office** **Are you an enthusiastic Junior Administrator eager for your next role? Could you fulfil a vital support...
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Junior Administrator
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Financial Planning Administrator
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Bolton, Bolton, United Kingdom NJR Recruitment Full timeNJR Recruitment is currently looking for a skilled Financial Adviser Administration Assistant to join their busy team in the Bolton area. The successful candidate will work from a beautiful, refurbished office and be responsible for providing administrative support to the financial planning practice.The ideal candidate will have excellent communication and...
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Junior Administrator
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Administrator
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Bolton, Bolton, United Kingdom NJR Recruitment Full timeJob SummaryWe are seeking an experienced Administration Assistant to join our client's team in the Bolton area. As a key member of the team, you will provide exceptional administrative support to a dynamic group of financial professionals.About the TeamThe successful candidate will join a friendly and supportive team of administrators who are passionate...
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Financial Administrator Assistant
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Part Time Administrator
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Administration Support Specialist
2 weeks ago
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Administrator
7 months ago
Bolton, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Wealth Management Administrator** **Location: Bolton, BL1** **Salary**:up to £26,000** (Excellent benefits including bonuses, loyalty reward scheme, pension, team social events, generous holiday allowance and exam support) **Hours: 35 hours, with potential for hybrid 3/2 in office working pattern (after probation)** **Working as part of the team at an...
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Administrator
7 months ago
Bolton, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Bolton** **SALARY** **£25000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2401-018_1706094629** **Administrator** **£25,000** **Bolton** This is an extremely successful organisation in the local area that have created such a magnificent place to work - culture is second to none, support is excellent and the management team...
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Administrative Support Specialist
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