Administrator (Financial Planning)

Salary: £26,000 per year

Our client is a well established financial planning company based in Sale, Greater Manchester. They have a vacancy for an Administrator who will play an integral part in the smooth, day-to-day running of a busy office.

PURPOSE OF ROLE:

You will provide administrative support to the Independent Financial Advisers and Mortgage Adviser of Platinum IFS Ltd through effective use of software tools and development of effective processes and procedures. This is a proactive role which requires you to build and strengthen relationships both with office colleagues and with clients and introducers.

KEY REQUIREMENTS:

A happy and positive team culture is extremely important and it is essential you have the same attitude to work in the team. It is essential that you are:

· Enthusiastic, driven and self-motivated

· Have exceptional customer service skills

· Enjoy the responsibility of working as a key member of a small team

· Be able to work independently

· Take responsibility for your own career progression

WHAT YOU WILL RECEIVE:

· A competitive package (detailed in your Contract of Employment)

· A positive and friendly working environment, where you’ll receive recognition and reward for a job well done

· A working environment with no hierarchies where you’ll be actively encouraged to contribute to the ideas pool

· Support and guidance to enable you to progress with your career

PRINCIPLE RESPONSIBILITIES:

On a day-to-day basis you will ensure support for the advisers at all times, act as an integral member of the team and ensure that professionalism and excellent client relationships are demonstrated at all times:
• Communication and Team working
• Research and management information
• Business Development
• Compliance
• Client relations
• Administration

This is an excellent opportunity to work with a local, respected business who have a reputation for a happy work environment and excellent staff retention. If you wish to apply, you should do so as soon as possible.

Job Types: Full-time, Permanent

Salary: £26,000per year.00-£26,000 per year