Junior Financial Planning Support Administrator

6 days ago


Bolton, United Kingdom ST Resourcing Ltd Full time

We are delighted to be recruiting for a Junior Financial Planning Support Administrator in Bolton. This role is to provide support to their already established administration team. Salary up to £18,000 plus benefits, this is flexible for the right person.

Key responsibilities will include;
- Post
- scanning, allocating and filing.
- Data input of fact find information and documentation onto the back-office system (IRESS).
- Diarising events throughout the business cycle.
- Producing new business packs and preparation for client meetings.
- Producing client portfolio review information and presenting this with meeting packs.
- Ensuring that the back-office system records are fully updated to enable accurate management information and reporting.
- Liaising with providers and clients as required.
- Maintaining professional and ethical standards in accordance with regulatory principles for business.
- Previous experience of office administration in a similar capacity
- To be able to work on own initiative with great attention to detail
- Strong interpersonal skills, drive & energy
- Motivated by working in a fast-paced environment
- Organised and able to prioritise
- Educated to GCSE level or equivalent with grade C or above in Maths & English
- Able to use software packages such as Excel/Word/Outlook
- Keen to pursue Industry qualifications



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