CORPORATE ADMINISTRATOR
PRESTON
Being one of the countrys top independent financial advisers is no mean feat. But our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.
We are looking for Administrators that want to play a crucial part in improving peoples lives. We work at pace but as One Team.
THE ROLE
The key purpose of this role is to provide administrative support to our corporate advisers. You will be a point of contact for our corporate clients whilst providing an excellent customer service to both adviser and client.
The Corporate Administrator will support between one and three Corporate Consultants, dependent upon their revenue production and client profile.
RESPONSIBILITIES
To produce all relevant paperwork for the client on behalf of the Adviser including quotations and announcement packs.
To process all new business documentation including the accurate loading of business onto back office systems.