Administrator

Monday - Friday  9.30am - 3.30pm, permanent

Salary: £18,400

Location: Warrington 

We seek to appoint an administrator, who will work alongside and support a small team of Independent Financial Advisers, supporting the delivery of flawless administrative services to provide a singularly brilliant client experience.

The successful candidate will have a positive attitude towards change and improvement in both personal and team delivery, alongside an appetite to learn.  This role is to cover a region of our offices which include, Ossett, Glossop and Chesterfield and the time spent in each office will be based on business needs.

Administrator responsibilities:

• Efficiently process all administration relating to new/existing business and servicing queries.
• Liaising with providers and the wider business to request information, as necessary.
• Producing valuations and preparing client packs in advance of client meetings.
• Preparing suitability letters.
• Analyse and action the results of reports.
• Respond to written and telephone enquiries from clients and providers.
• Maintain client records within the back-office system in an orderly and comprehensive manner.
• Ensuring all required documentation is always on file.
• Ensuring all meeting follow-up work is completed within agreed timescales.
• Working within compliance framework.

What we look for in an Administrator:

• Experience in the financial industry, Banking, pensions desirable but not essential.
• Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel along with in house IFA systems and provider websites.
• Ability to prioritise and organise own workload.
• Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others.
• Excellent telephone manner and interpersonal skills.
• High attention to detail and accuracy.
• A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively.
• Adaptable and able to self-manage time.
• Great organisational skills.
• Flexible approach to work environment, with a willingness to travel to our other offices

Our Benefits:

• Career progression
• Structured Training
• Private health insurance
• Pension Scheme
• Bonus Scheme
• Employee assistance programme
• Enhanced Annual leave package
• Company Events