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Company Overview
Your new company, a well-established and growing professional services business based in Bolton, is now looking to hire on a permanent full-time basis. Due to development and internal progression, as the business expands, this company is seeking an Administrator to join their growing financial services team.
Work Pattern
The working pattern for this position is Monday to Friday on-site, with potential for hybrid working after probation and with manager approval. Standard working hours are 9am – 5pm, with flexibility such as 8am – 4pm.
Your New Role
As a Financial Services Administrator, you will support the wider business with day-to-day operations, including:
1. Liaising with clients to address questions and queries, and booking review meetings as needed.
2. Coordinating with third parties to gather client plan information, using checklists to ensure completeness, and following up on outstanding data.
3. Obtaining quotations from product providers and sharing relevant information.
4. Preparing files with compliance documentation, research, illustrations, and supporting documents prior to sales.
5. Ensuring files are complete with all required client identification and application forms.
6. Maintaining accurate client information and records, and updating review systems as per adviser instructions.
7. Processing new business applications.
8. Fostering good working relationships with colleagues, clients, and third parties.
Qualifications and Experience
* Previous experience in an administrative role, ideally within financial services or a related sector.
* Knowledge of relevant regulations and legislation.
* Experience setting up and maintaining systems, processes, and procedures, such as Salesforce CRM.
Skills and Attributes
* Strong administrative skills and excellent client interaction abilities.
* Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel).
* Good organizational skills and attention to detail.
* Effective time management and multitasking.
* Ability to remain calm under pressure and handle conflicting demands.
* Positive attitude and teamwork orientation.
* Openness to change and creative problem-solving skills.
What You'll Get in Return
In return, you will receive a competitive annual salary of £25,000, depending on experience, and join a successful, growing business during an exciting period. Benefits include:
* Hybrid working (post-probation/training, subject to manager approval).
* Salary range of £23,800 - £26,000 based on experience.
* 24 days annual leave plus your birthday and bank holidays.
* Social events throughout the year.
* Annual bonus schemes.
* NHS cashback.
* 24-hour GP access and counseling services.
* 4% pension contribution.
* Free parking.
#4679539 - Tia Robinson
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