Location
ALTRINCHAM
Salary Competitive TypePermanent WorkplaceOn-Site Ref89698
Recruiter Managing This Role
Role Overview
We are seeking an Administrator to support our Financial Planning team. The role involves providing efficient administrative support, producing valuations, and ensuring all documentation is prepared and available for client reviews. You will also be responsible for updating client records and collating information to assist the Financial Planners.
Additional ad-hoc tasks may be required as part of the role.
Key Responsibilities
1. Support the Financial Planning Administrator in day-to-day operations.
2. Prepare client valuations and maintain up-to-date documentation.
3. Update client records accurately and in a timely manner.
4. Gather information from internal teams and third parties for onward processing.
5. Complete other administrative tasks as required.
Key Skills & Experience
6. Knowledge of financial products and providers.
7. Strong attention to detail and organisational skills.
8. Proficient in IT and comfortable working with multiple systems.
9. Ability to prioritise tasks and manage a varied workload.
10. Strong team-working and communication skills.
11. Previous experience in financial services is desirable but not essential.