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Financial services administrator

Barlborough
Permanent
NMS Recruit Ltd
Financial services administrator
Posted: 22h ago
Offer description

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 ...

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