Administrator

Your new company We are looking to recruit an Administrative Assistant to join our firm of Chartered Financial Planners.As a business, we look to enable personal development and reward effort within a professional but friendly working environment. Our ideal candidate would have relevant experience in the Financial Services Industry, but we are open to other relevant experience.Evidence of Progress in the CII Examinations (or equivalent) would be an advantage and we offer support for further study.Whilst the position is an administrative one there is a career path which, for the right individual, could see progress into a Paraplanning role and, ultimately, to becoming a Financial Adviser.Hours of work are Monday - Friday 9am - 5pm - 1 hour for lunch and a hybrid working opportunity once training has been done.Salary depending on experience relevant to the role is 25,000 - 30,000.Your new role Provide administrative support to the firm''s advisers and the Practice Manager.Maintain excellent standards of communications with both internal and external customers, both orally and in writing (letters and emails).Have a good working knowledge of Microsoft Office, principally Word and Excel.Ensure that client files and records, both paper and electronic, are up to date, neat and, as far as possible, reflect correct informationIdentify and investigate any anomalies found in the information held on file.Produce illustrations, process applications and administer existing business within ..... full job details .....