Administrator Role

Huddersfield

Financial Services Administrator

Salary £17,000 to £20,000

 

Our client is a market leading national firm of Independent Financial Advisers, and they are looking for an experienced/trainee Financial Services Administrator to join their support team based in the Huddersfield area. There will be genuine opportunities for progression within the company, whether that be to a Paraplanner role or in time an Independent Financial Adviser, with full training and support to put you through the Financial Advice exams.

 

Responsibilities

 

·        Creating bespoke review packs for clients on behalf of our network of financial advisers

·        Collating information on client’s investments and pensions directly from providers via phone and online facilities.

·        Assessing the clients plans suitability for their needs and objectives

·        Liaising directly with financial advisers

·        Use of Word and Excel to complete administrative tasks

·        Liaising with other areas and departments within the business


Requirements

 

Experience and Qualifications


·        Educated to at least A Level standard or equivalent (BTEC, level 3 NVQ etc)

·        Experience in administration and a busy office environment

·        Able to work in a team and alone to meet goals

·        Confident in using your own initiative as well as work from the instruction of others

·        The ability to be flexible in responding to the needs of the business

·        Proficient in IT

·        Knowledge of Microsoft Office products, especially Word and Excel

·        Confident on the phone and face to face

·        Strong communicator across various media and levels of seniority within the business


In return you will be offered a salary of £17,000 to £20,000, generous benefits package and bonus structure.

 

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

 

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.