Job Title: Financial Services Administrator
Location: Knutsford
Salary: Up to £27,000 plus company benefits and bonus
Job Type: Full-Time, Office-Based
MBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services. Their team in Knutsford is expanding, and we are seeking a diligent and versatile Financial Services Administrator to join them. This role offers a fantastic opportunity to grow within a supportive and dynamic environment.
Key Responsibilities:
Financial Planning Administration (50%)
* Provide administrative support to our Financial Planners.
* Process Letters of Authority and manage the collection of client policy information.
* Liaise with financial product providers to obtain necessary information.
* Assist in preparing client documentation and reports.
General Office Administration and Reception Duties (50%)
* Perform general office administrative tasks to ensure smooth daily operations.
* Cover reception duties as needed (note: visitor traffic is minimal).
* Handle incoming calls, mail, and email communications.
* Maintain office supplies and equipment.
Qualifications and Skills:
1. Previous experience in a similar administrative role, ideally wit...