Receptionist/administrator

2 days ago


St Helens, United Kingdom Allisons Financial Planning Full time

An exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from mortgage & protection to retirement & pension planning and we are continuing to grow our business year on year.

Due to promotion within our growing team, we are recruiting for an experienced Receptionist / Administrator who is a hands-on, team player, with the ability to liaise with people at all levels. We’re looking for an enthusiastic, proactive and personable individual who enjoys working as part of a busy team. You will have had some administrative experience and have a confident telephone manner with good communication skills, both written and verbal.

Key duties will include:
Provide a professional and friendly point of contact for clients

Screen new enquiries and create client files on internal CRM system.

Bind reports and produce paperwork for meetings

Process incoming post, scan and issue to client support on the same day

Liaise with mortgage and investment providers on behalf of case handlers

Act with integrity, pay due regard to the interest of the client and treat them fairly

Act to deliver good outcomes for clients.

**Job Types**: Full-time, Permanent

**Salary**: £18,000.00-£21,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: One location



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