Administrator Warrington

**Office**: Perspective (North West) Ltd

**Hours**:Monday - Friday 9.00am - 5.00pm (35 hours)

**Salary**: Competitive dependant on experience and qualifications

**Benefits**: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

**Specific Responsibilities**:

- The key duties of the role are:

- Taking phone calls, inquiries and requests, and handling them where appropriate
- Client correspondence, written and verbal
- Processing New Business
- Preparation of client review packs
- Arranging client meetings and managing the Adviser’s diary
- Illustration requests
- Back-office support
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable

**Role Requirements**:

- Previous experience working in a Financial Planning firm is essential.
- CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these
- Good working knowledge of IO and Platform experience essential.
- An understanding of Model Portfolios/DFMs preferable
- Ability to manage and prioritise workloads
- Excellent planning, organisational and multi-tasking abilities are essential
- Excellent communication skills at all levels