Job Description
Administrator
Location: York OutskirtsSalary: £24,000 - £32,000 per annum (depending on experience)
Job type: Full time Permanent
Working hours: Monday to Friday 9-5pm with an hour lunch.
We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team.
Key Responsibilities:
* Assisting in preparing for client meetings, including gathering and organising client information, preparing reports, and ensuring all necessary documentation is complete.
* Managing client files and records, ensuring they are up-to-date and compliant with regulatory requirements. Handle client correspondence and follow-up on outstanding issues.
* Inputting and maintaining accurate client data into internal software and CRM systems.
* Conduct research on products and services to support team members in developing client recommendations.
* Liaising with providers and clients to obtain and update information.
* Processing client applications and any enquiries.
* Ensure all administrative processes comply with industry regulations and company policies.
* Act as a point of contact for clients, addressing their queries and providing information as needed.
Qualifications:
* Previous experience in financial administration is preferred but not essential.
* Administration experience is essential ideally from professional services.
* Strong organisational and time management skills.
o Excellent attention to detail and accuracy.
o Proficiency in Microsoft Office Suite particularly strong in Excel.
o Familiarity with CRM systems.
o Strong communication and interpersonal skills.
o Ability to work independently and as part of a team.
Benefits:
* Competitive salary based on experience.
* Opportunities for professional development and career progression.
* Supportive and collaborative work environment.
* 26 days holiday plus banks increasing with length of service.
* Company pension scheme.
* Private medical insurance and benefits.
* Free parking.