Financial Planning Administrator - #1772543

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments

We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business. Specifically you’ll be responsible for the following:

To arrange basic administration requirements from file notes as instructed

Collating costs & charges information for annual review purposes

Preparing valuations / client packs for client meetings

To send off letters by email and post as required

To be responsible for scanning and administrative duties as required

To telephone clients when required

Day to day reception duties

To be responsible for the main reception duties during opening hours

To be the first contact for answering and directing telephone calls

Opening of post in morning & allocation to staff

To deal with clients at the front desk in a polite and courteous manner

To arrange refreshments for clients and advisers as necessary

To take accurate messages for advisers and members of staff as necessary

To undertake photocopying / scanning duties as requested

To be responsible for franking of outgoing post

To ensure sufficient supplies of stationery / consumables / sundries

Ideally we would be seeking an individual who has around 1+ years experience workingwithin a Financial Advisory firm as an Administrator or PA. But we are also willing to consider Administrators who have previous experience working in the Financial Services sector

A great salary and working environment is offered for this role, which is office based in Sheffield

Additional information VACANCY DETAILS Location:

Sheffield

CLOSING DATE Apr 30

APPLY NOW! If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below

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Company Registration:

Lime People Search & Select Ltd 08062097



The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L



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