Senior Administrative Assistant Opportunity
1 day ago
Job Summary: We are seeking a skilled Financial Planning Administrator to join our team in Knutsford, Cheshire.
Key Responsibilities:
As a Financial Planning Administrator, you will provide exceptional support to our financial planning advisors.
- Be a point of contact for both clients and third parties.
- Respond to general enquiries by telephone and email.
- Book client meetings and diary management.
- Prepare documentation for Partner and Advisor meetings.
- Complete follow-up client correspondence after meetings.
- Update and input client information onto internal CRM systems.
- Liaise with Head Office and Admin Centres as required.
Requirements:
- Proven track record in a previous financial services administration role.
- Excellent written English skills and the ability to work full-time from an office.
- Positive 'can-do' attitude, able to work as part of a team and independently in a busy fast-paced office environment.
- Confident communication skills with team members, advisors, and clients.
- Excellent organisational skills, with the ability to manage and prioritise workloads.
Benefits and Rewards:
- Contributory pension scheme.
- Private medical insurance (after 5 years continuous service).
- 25 days holidays (+ bank holidays).
- Quarterly team events.
- Support with professional development if desired.
Salary: £28,000 - £35,000 per annum depending on experience.
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