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NJR Recruitment
,
Accrington, Lancashire
IFA Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Our client, an established firm of Independent Financial Planners based in Lancashire is now looking to recruit an additional Administrator to join their team. Candidates applying for the role should have strong attention to detail, accurate inputting of numerical data, general administrative duties and liaison with clients over the telephone. You will also support with diary management and booking in appointments into the Outlook calendar. Daily tasks will entail; Supporting a team of Financial Advisers with administrative duties Preparing documents and correspondence to send out to customers Chase up any outstanding documentation, scanning and logging onto the system Answering the telephone and effectively dealing with customer enquiries Ordering of office supplies and stationery Support with other administrative duties as required. Experience/Qualifications Experience of working within an administrative role Proven track record of working accurately with attention to detail Good numeracy and literacy skills The ability to be pro-active and think on your feet Willingness to learn new systems Great communication skills both in person and over the telephone Strong IT skills including the use of Word & Excel This is a great administrative role in a well-motivated and friendly team environment. NJR10177