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Financial Planning Administrator
2 months ago
**Financial Planning, Office Administrator - Entry Level / Graduate - Bolton, Office based - Salary negotiable, £17-22K plus benefits and bonus**
MB Fitzgerald Recruitment are currently working on a FInancial Planning Administrator vacancy working for a Bolton based firm of Financial Advisers.
The role:
- They are currently looking for an Office Administrator to join the team.
- The role will be varied and interesting, working closely with 2 Financial Advisor's who you will be directly supporting
- It will require strong organisational skills, managing the client relationship management system and updating client files and information
- Opening, scanning & attaching post.
- Answering the phone, dealing with client queries
- Ordering stationary
- Writing Letters of Authority
- Liaising with clients
- Obtaining policy information from clients
- Organising the boardroom for meetings
- For those arriving without experience, full training can be provided
**Requirements**:
- First and foremost, we are keen to find someone with the right attitude and personality. This is a small, closely knit team who really enjoy working for the company. It is essential to find someone with a keen interest in financial services who is willing to pitch in and help where necessary
- We are ideally looking for someone with a good educational background, a keen interest in financial services and ideally some office based experience, although this is not essential.
On offer:
- Annual salary would be around £19 to £22K depending on experience.
- Company benefits (5% Pension, study support, 24 days hols, annual bonus, Loyalty Bonus etc)
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