Administrator

2 weeks ago


Hessle, United Kingdom Informed Financial Planning Full time

Provide administrative support as a member of the client services team. This will underpin the delivery of accurate, comprehensive advice given to clients by Financial Planners, ensuring we maintain our excellent level of service.

**Responsibilities**:

- Provide daily administration support to Financial Planners
- Management and processing of all client administration processes; maintaining regular client contact and keeping them informed of progress
- Deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors
- Answer incoming calls, taking initiative to deal with clients and provider enquiries
- Liaise with providers to obtain client plan information
- Input and maintain accurate client records on back-office system
- Monitor and, where necessary, chase outstanding debtors
- Maintain your daily task organiser
- Ensure processes and workflows / tasks are followed in-line with IFP standards
- Fully supported through completion of CII Certificate in Financial Services
- Follow IFP’s Behavioural Framework
- Embody our company values being ‘One team who are client centred, invests in its people and who do the right thing, always.

**Skills & Experience Required**
- Previous administration experience
- Good knowledge of Microsoft 365 programmes and desirably Intelligent Office
- Good organisation skills, with an ability to prioritise your workload and meet deadlines
- Excellent verbal and written communication skills
- Good grasp of English language and Mathematical concepts
- Takes personal responsibility for consistently delivering high quality work

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

**Salary**: £19,000.00 per year

**Benefits**:

- Bereavement leave
- Company events
- Company pension
- Cycle to work scheme
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Flexitime
- Free flu jabs
- Free parking
- Life insurance
- On-site parking
- Paid volunteer time
- Private medical insurance
- Wellness programme
- Work from home

Schedule:

- Flexitime
- Monday to Friday
- No weekends

Supplemental pay types:

- Quarterly bonus
- Yearly bonus

**Education**:

- A-Level or equivalent (required)

**Experience**:

- Microsoft Office: 1 year (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Flextime



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