We are working with a well-established and highly regarded firm of Financial Advisers based in on the outskirts Chesterfield, who are looking to recruit an experienced Administrator to support their growing team.
This is an excellent opportunity to join a professional, friendly business where quality, client service and long-term relationships are at the heart of everything they do.
The Role
Working closely with Financial Advisers, you will play a key role in ensuring the smooth day-to-day running of the business.
Your responsibilities will include:
Collating and organising information ahead of client meetings
Preparing meeting packs and supporting documentation
Liaising with Financial Advisers and other internal stakeholders
Updating and maintaining accurate client records
Using the back-office system to manage workflows and data
Providing general administrative support across the advisory team
About You
Previous experience in an administrative role, ideally within financial services
Experience using Intelliflo as a back-office system would be highly advantageous
Strong organisational skills with excellent attention to detail
Confident communicator, comfortable liaising with advisers and colleagues
Proactive, reliable and able to manage multiple tasks effectively
What's on Offer
£30,000 basic salary plus 10% discretionary bonus
25 days holiday plus bank holidays plus Christmas shutdown
Death in service and critical illness cover
Hybrid working arrangement
Opportunity to join a stable, well-established and respected firm
Supportive team environment with long-term career potential
If you are an experienced administrator looking for a role within a professional financial services environment, this could be an excellent next step.
Email your CV today to be considered for this great opporunity - if you don't hear within 5 working days, please assume you have not been successful.
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