Financial Administrator to Director

Recruiter
NJR Recruitment
Location
Lancashire
Salary
£20,000
Posted
07 Feb 2018
Closes
07 Mar 2018
Contract Type
Permanent
Hours
Full Time

Our Client is a team of experienced and highly qualified Independent Financial Advisers with an established name in the industry. Based in contemporary offices in North Manchester, our Client offers a professional working environment and a structured career path.

A new opportunity is now available to work director for a fantastic Chartered Financial Planner who is also a Director in the business.

 

Responsibilities

  • Type correspondence, complete forms and documents on behalf of Partners/Clients
  • Check work for spelling, typographical and grammatical errors and to ensure that all enclosures are included with correspondence.
  • Ensure that all details required are up to date on thee database, particularly those relating to client matters, are accurately completed in full and that such entries are updated as and when appropriate.
  • To have a pro-active approach to all activities carried out.
  • Filing of correspondence/scanning of documents in the appropriate file.
  • Dealing with telephone calls and accurately recording messages.
  • Checking partners' diaries and making appointments when required.
  • To carry out any photocopying which may be necessary.
  • Assisting other staff on own initiative or upon request.
  • Contacting clients upon instruction of the Partners and undertaking matters delegated to them.
  • Undertaking any other task which may be set by the Partner from time-to-time.

About You

  • The successful candidate will need to have previous experience working within a similar role - preferably within an IFA/Financial Planning Practice.
  • A Certificate in Financial Administration would also be an advantage;
  • You will have solid communication and articulation skills as well as the ability to multi-task.

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