Administrative Assistant

1 week ago

Knutsford UK, Cheshire, United Kingdom Bond Rec Full time

Our client was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market.


They has exciting growth plans over the next 5 years and wants to expand its highly valued Client Services team to support its team of client facing advisers.


Job purpose:

Candidates will be responsible for the processing of new business, proactive ongoing client management, servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.


Key responsibilities and accountabilities:

  • Responsible for administration within the IFA Client Services Team and providing support to the Paraplanners within the team.
  • Receiving and acting on instructions from advisers ad paraplanners following client meetings.
  • Maintaining actuate records using our internal back office system.
  • Creating and producing letters, reports and invoices.
  • Carrying out all tasks in a manner consistent including processing new business in line with compliance procedures.
  • Obtaining illustrations and product information from providers
  • Liaising with clients and product providers on outstanding documents and queries.
  • Preparation of existing client valuations / files ready for reviews.
  • Process of new business.
  • Ensuring all client files are compliant on an ongoing basis.


Relevant Skills and Experience

  • At least 2 years’ experience working in a Business Support role, for a financial planning organisation.
  • Experience of using computer based management systems including Wrap/Platforms.
  • Computer literate, conscientious and have a good attention to detail.
  • Clear understanding of the financial planning process.
  • Excellent communication skills, both written and verbal
  • Able to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision.
  • Prioritise own work load, and the work load of the Business Support team.
  • Ability to multi task and prioritise effectively and assist in ad-hoc projects when required.
  • A good working knowledge of protection, pensions and investment products.
  • Proficient in using MS Excel, Outlook, Word and Intelligent office.


Qualifications:

  • Good level of Investment and Pension knowledge.


Personality:

  • Self-driven, results-oriented with a positive outlook.
  • A natural forward planner who critically assesses own performance.
  • Good understanding of compliance issues.
  • Reliable, tolerant, and determined.
  • Keen for new experience, responsibility and accountability.
  • Able to get on with others and be a team-player.


Salary/Benefits:

  • Competitive salary based on experience and qualifications. (c£23,000 -c£30,000)
  • 23 days holiday
  • 4 x Death in Service Benefit
  • Employer Pension Contributions
  • Flexible working
  • Financial support to encourage study for further advancement within the business.

  • Administrative Assistant

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As an integral part of our administrative team, you will provide exceptional support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As an integral part of our administrative team, you will provide exceptional support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    7 days ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide essential support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    7 days ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide essential support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide essential support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide essential support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    1 month ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    Job SummaryThe Liverpool Women's NHS Foundation Trust is seeking a highly organized and detail-oriented Administrative Assistant to join our team at the Hewitt Fertility Centre in Knutsford. As an Administrative Assistant, you will play a vital role in supporting the clinical team by providing administrative support, typing services, and maintaining accurate...

  • Administrative Assistant

    1 month ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    Job SummaryThe Liverpool Women's NHS Foundation Trust is seeking a highly organized and detail-oriented Administrative Assistant to join our team at the Hewitt Fertility Centre in Knutsford. As an Administrative Assistant, you will play a vital role in supporting the clinical team by providing administrative support, typing services, and maintaining accurate...

  • Administrative Assistant

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    Job Title: Administrator / TypistJob Summary:We are seeking a highly organized and detail-oriented Administrator / Typist to join our team at Liverpool Women's NHS Foundation Trust. As an Administrator / Typist, you will be responsible for providing administrative support to our clinical teams, ensuring the smooth operation of our clinics and services.Main...

  • Administrative Assistant

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    Job Title: Administrator / TypistJob Summary:We are seeking a highly organized and detail-oriented Administrator / Typist to join our team at Liverpool Women's NHS Foundation Trust. As an Administrator / Typist, you will be responsible for providing administrative support to our clinical teams, ensuring the smooth operation of our clinics and services.Main...

  • Administrative Assistant

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide essential support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    1 month ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide essential support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    1 month ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide essential support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide essential support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    1 week ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    Job Title: Administrator / TypistJob Summary:We are seeking a highly organized and detail-oriented Administrator / Typist to join our team at Liverpool Women's NHS Foundation Trust. As an Administrator / Typist, you will be responsible for providing administrative support to our clinical teams, ensuring the smooth operation of our clinics and services.Main...

  • Administrative Assistant

    1 week ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    Job Title: Administrator / TypistJob Summary:We are seeking a highly organized and detail-oriented Administrator / Typist to join our team at Liverpool Women's NHS Foundation Trust. As an Administrator / Typist, you will be responsible for providing administrative support to our clinical teams, ensuring the smooth operation of our clinics and services.Main...

  • Administrative Assistant

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide exceptional support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant/Typist to join our team at the Hewitt Fertility Centre in Knutsford. As a key member of our administrative team, you will provide exceptional support to our clinical staff, ensuring the smooth operation of our clinics and services.Key ResponsibilitiesProvide...

  • Administrative Assistant

    1 month ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking an experienced Administrative Assistant / Typist to join our team at Liverpool Women's NHS Foundation Trust. As an Administrative Assistant / Typist, you will be responsible for providing administrative support to our clinical teams, ensuring the smooth operation of our services.Key ResponsibilitiesDeliver a high level of...

  • Administrative Assistant

    1 month ago

    Knutsford, Cheshire East, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    About the RoleWe are seeking an experienced Administrative Assistant / Typist to join our team at Liverpool Women's NHS Foundation Trust. As an Administrative Assistant / Typist, you will be responsible for providing administrative support to our clinical teams, ensuring the smooth operation of our services.Key ResponsibilitiesDeliver a high level of...