Job Details  
Advertiser: Get Recruited UK Ltd

 
Job Title: Administrator
Location:Wakefield
Rate:£20K.00 to £26K.00 Per Year    Benefits: Free Parking
Description: ADMINISTRATOR

WAKEFIELD

20,000 to 26,000 + Free Parking + Great Benefits + Monday to Friday 9 to 5:15

THE OPPORTUNITY:

Get Recruited is working with a forward thinking and professional Financial Advisors based in Wakefield. The well-established firm are looking to add two administrators to their Business Support team to assist in providing a first-class service to their clients.

Primarily the Administrators will be responsible for processing all new business and the ongoing servicing of existing clients with a view to exceed customer expectations at all times.

MAIN RESPONSIBILITIES



* Process new business and documents in accordance with quality standards.
* Prepare for adviser/client appointments including collation of meeting packs, obtaining quotations etc.
* Act as an initial point of contact for clients to liaise on behalf of the advisers
* Deal with client queries and take the appropriate action to ensure the queries are dealt with efficiently
* Input and maintain data on internal systems accurately
* General administration support
* Produce ad-hoc valuations
* Liaise with other departments and offices

THE PERSON:

* Must have experience within a similar business environment such as IFA/Financial Services
* Strong administration background and accuracy levels
* Working knowledge of Microsoft Office packages
* Excellent planning and organisational skills with the ability to manage a busy workload
* Team player with the ability to work within an ever-changing environment
* Confident to work to deadlines

TO APPLY:

Please send your CV for immediate consideration and a confidential discussion about the available opportunity.
Skills Required: IFA, Financial Services, Financial Planning, Financial Advisers
Job Type: Permanent
Start Date: ASAP     Duration: Perm
Contact: Chloe Marsh Contact E-mail: Click
Contact Tel: 0845 121 0741 / 0161 Contact Fax:
Reference: BBBH4765 Added: 03-10-2017
  IMPORTANT: For jobs based in the UK it is unlawful to employ a person who does not have permission to live and work in the UK. Please ensure you have this permission before applying, unless the advert states otherwise.
 
 
 
 
 
 
 
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