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Clear IT Recruitment Limited
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Chorley, Lancashire
Financial Services Administrator
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Job Type: Full-time |
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Salary: £17,000 per annum |
Overview
My client, a Financial Advisory firm based in Lancashire, are seeking a Financial Services Administrator to join their team. Specific Responsibilities: • Screening phone calls, enquiries and requests, and handling them where appropriate • Client correspondence, written and verbal • Preparation of client review packs • Illustration requests • Back office support • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant Experience & Skills: • Previous experience working in a Financial Advice firm is advantageous • The role requires a reliable individual who has the ability to manage and prioritise workloads • Excellent organisational and multi-tasking abilities are essential • Outstanding communication skills at all levels • Ability to produce business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy • Analytical and problem-solving skills • Experience of working as part of a team • Flexibility/ adaptability to cope with change • Confident with IT and office software packages Word, Excel, PowerPoint Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.