Senior Administrator
3 days ago
We are seeking a highly motivated and experienced Senior Administrator to join our Financial Planning team at Allerton Park Recruitment Solutions.
This role will provide primary support to a Director and clients, with a focus on business processing, monitoring, and administration.
Key Responsibilities:
- Supporting a Director and clients with administrative tasks
- Preparing illustrations and paperwork
- Proofreading reports and assisting with advice letters
- Client liaison and adviser support
- Business processing and monitoring
Requirements:
- At least three years of relevant Financial Planning support experience
- Highly motivated and organized individual
- Excellent communication and interpersonal skills
What We Offer:
- Full training and development program
- Genuine career growth opportunities
- Support with industry exams
We are looking for a dedicated and experienced individual to join our team. If you are passionate about financial planning and administration, please apply for this exciting opportunity.
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