Administrator Chorley

4 days ago

North West, United Kingdom Perspective Financial Group Full time

**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 and Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

**Specific Responsibilities**:
The key duties of the role are listed below:

- 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
- Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
- Analytical and problem-solving skills
- Flexibility/ adaptability to cope with change
- Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint
- A team player with a positive attitude

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