Administrator- Financial Advisory Practice

Appointed Ltd ,
Eastbourne, East Sussex
More Details
Job Type: Full-time
Salary: £18,000 per annum

Overview

Independent financial advisory practice providing bespoke financial planning solutions throughout Sussex have an opening for a Administrator to join their team. As the administrator you will be working closely alongside the business’s Financial adviser and administration team to ensure that client receive a excellent service at all times, you will be collecting data relevant for the adviser to provide the best financial advice possible. It is not essential that you have worked within financial services previously, although it would be advantageous. You must have a proven background within administration alongside excellent organisation and time keeping skills. A confident telephone manner is a must, and you will posses great communication skills, written and verbal. In return you will receive a competitive salary of upto£25,000, the chance to work in a friendly close-knit team of financial planning professionals, ongoing training and support for a career within financial planning. Duties such as Obtaining relevant information from clients and third party providers Answering the telephone and transferring where needed Updating the back office data base, IO Diary management for director/ financial advisers Sorting post General administrative duties

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