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NJR Recruitment
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Sale, Greater Manchester
Personal Assistant / Administrator - Financial Services
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Job Type: Full-time |
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Salary: £24,000 per annum |
Overview
Personal Assistant / Administrator - Financial Services Location: Sale Salary: £24,000 - £27,000 Our Client is an established firm of Financial Planners based in South Manchester, specialising in Pensions and Investment Advice. A fantastic opportunity is available for an experienced and knowledgeable Personal Assistant / Administrator to join their established team. To join as a key part of this team you will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will relish getting things organised and getting the job done, have a 'hands-on' approach and be capable of independently completing required functions, whilst providing a high quality administrative & sales support to a demanding and very busy Financial Adviser. Responsibilities Provide sales support, obtain quotations, administer new business Produce valuations and process plan changes and existing business enquiries To maintain all necessary registers and records Adhere to and satisfy all compliance requirements To liaise with colleagues and clients in a professional efficient manner To willingly undertake any training required and ensure that personal Knowledge and skills are kept up to date Make suggestions for improvement where this would benefit the future The successful candidate will need to have previous experience working as an administrator for a firm of Financial Advisers. Those will a strong working knowledge of Investments, and ideally Trusts are of high interest. You will be a confident user of Provider Platforms, and ideally work with Intelligent Office. For further information please contact one of our specialist consultants quoting REF: NJR10056